+203.4%
HD vs UUUU
+495.2%
-291.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.8% | -1.1% |
| 7D | -3.9% | -5.0% | +1.1% | -3.5% |
| 30D | -13.1% | -7.8% | -5.3% | -12.7% |
| 3M | -3.4% | -0.4% | -3.0% | -3.8% |
| 6M | -12.6% | -32.9% | +20.3% | -10.8% |
| YTD | -9.2% | -6.3% | -3.0% | -10.7% |
| 1Y | -23.9% | +7.9% | -31.8% | -27.1% |
| 3Y | +0.4% | +85.2% | -84.8% | -11.5% |
| 5Y | +4.5% | +97.0% | -92.4% | -11.9% |
| All | +203.4% | +495.2% | -291.8% | +98.0% |
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