+2,943.1%
FN vs UUUU
-4.9%
+2,947.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.6% | +11.5% |
| 7D | 0.0% | -13.6% | +13.6% | +2.1% |
| 30D | -34.3% | -35.1% | +0.8% | -30.1% |
| 3M | -39.9% | -48.4% | +8.5% | -34.1% |
| 6M | -51.8% | -71.7% | +19.9% | -42.9% |
| YTD | -28.1% | -54.2% | +26.0% | -21.1% |
| 1Y | -29.1% | -56.0% | +26.9% | -21.8% |
| 3Y | +102.4% | -13.1% | +115.5% | +96.2% |
| 5Y | +171.7% | -35.2% | +206.9% | +161.3% |
| 10Y | +773.5% | +404.5% | +369.0% | +519.7% |
| All | +2,943.1% | -4.9% | +2,947.9% | +2,072.1% |
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