+3,689.8%
FN vs UUUU
+106.7%
+3,583.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +3.0% |
| 7D | -1.7% | -1.4% | -0.3% | -1.5% |
| 30D | -22.0% | +16.3% | -38.3% | -23.6% |
| 3M | -43.0% | -16.7% | -26.3% | -41.6% |
| 6M | -27.7% | -33.7% | +5.9% | -24.0% |
| YTD | -10.5% | -0.5% | -10.0% | -11.8% |
| 1Y | +12.5% | +28.9% | -16.4% | +5.4% |
| 3Y | +153.8% | +99.9% | +53.9% | +118.8% |
| 5Y | +288.0% | +135.3% | +152.7% | +216.3% |
| 10Y | +906.4% | +518.4% | +388.0% | +568.6% |
| All | +3,689.8% | +106.7% | +3,583.1% | +2,328.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling