+168.9%
FN vs UUUU
+96.9%
+72.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.9% |
| 7D | -1.7% | -1.4% | -0.3% | -1.3% |
| 30D | -22.0% | +16.3% | -38.3% | -25.2% |
| 3M | -43.0% | -16.7% | -26.3% | -40.7% |
| 6M | -27.7% | -33.7% | +5.9% | -21.6% |
| YTD | -10.5% | -0.5% | -10.0% | -14.0% |
| 1Y | +12.5% | +28.9% | -16.4% | -4.8% |
| All | +168.9% | +96.9% | +72.0% | +83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling