+295.8%
FTI vs UUUU
+465.5%
-169.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.9% |
| 7D | -4.4% | -10.5% | +6.1% | -2.4% |
| 30D | +1.5% | -10.5% | +12.0% | +3.2% |
| 3M | +8.2% | -14.1% | +22.3% | +9.9% |
| 6M | +18.8% | -35.5% | +54.3% | +25.0% |
| YTD | +71.7% | -10.9% | +82.6% | +65.2% |
| 1Y | +90.0% | +3.4% | +86.7% | +70.2% |
| 3Y | +270.5% | +73.1% | +197.4% | +171.4% |
| 5Y | +1,084.5% | +87.1% | +997.4% | +693.3% |
| All | +295.8% | +465.5% | -169.7% | +70.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling