+75.9%
FTV vs UUUU
+495.2%
-419.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -1.8% |
| 7D | -5.2% | -5.0% | -0.2% | -4.8% |
| 30D | -11.5% | -7.8% | -3.7% | -11.1% |
| 3M | -9.0% | -0.4% | -8.6% | -9.5% |
| 6M | -2.0% | -32.9% | +30.9% | 0.0% |
| YTD | -0.9% | -6.3% | +5.3% | -3.2% |
| 1Y | +14.8% | +7.9% | +6.9% | +8.9% |
| 3Y | -5.5% | +85.2% | -90.7% | -18.4% |
| 5Y | -1.9% | +97.0% | -98.8% | -19.1% |
| All | +75.9% | +495.2% | -419.3% | +14.6% |
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