+1,024.9%
FTI vs UUUU
+88.5%
+936.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.5% | -1.8% |
| 7D | -5.6% | -5.0% | -0.6% | -4.8% |
| 30D | +0.4% | -7.8% | +8.2% | +1.4% |
| 3M | +8.1% | -0.4% | +8.6% | +6.9% |
| 6M | +16.7% | -32.9% | +49.6% | +21.5% |
| YTD | +70.0% | -6.3% | +76.2% | +62.2% |
| 1Y | +85.4% | +7.9% | +77.5% | +64.3% |
| 3Y | +265.9% | +85.2% | +180.7% | +158.9% |
| All | +1,024.9% | +88.5% | +936.4% | +637.2% |
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