+173.5%
FN vs UUUU
-36.6%
+210.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.6% | +11.4% |
| 7D | 0.0% | -13.6% | +13.6% | +3.9% |
| 30D | -34.3% | -35.1% | +0.8% | -26.6% |
| 3M | -39.9% | -48.4% | +8.5% | -29.4% |
| 6M | -51.8% | -71.7% | +19.9% | -35.6% |
| YTD | -28.1% | -54.2% | +26.0% | -16.0% |
| 1Y | -29.1% | -56.0% | +26.9% | -16.5% |
| 3Y | +102.4% | -13.1% | +115.5% | +82.9% |
| All | +173.5% | -36.6% | +210.1% | +145.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling