-21.7%
FN vs UUUU
-55.4%
+33.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.8% | +2.1% | +8.0% |
| 7D | +16.3% | -1.1% | +17.4% | +17.1% |
| 30D | -24.7% | -26.6% | +1.9% | -15.4% |
| 3M | -34.9% | -48.3% | +13.4% | -18.1% |
| 6M | -41.1% | -65.8% | +24.7% | -17.6% |
| YTD | -19.6% | -49.7% | +30.1% | -10.3% |
| All | -21.7% | -55.4% | +33.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling