+6.7%
HD vs UUUU
-40.6%
+47.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.2% |
| 7D | +1.5% | -1.1% | +2.6% | +1.6% |
| 30D | +18.0% | -21.0% | +39.0% | +19.6% |
| 3M | +2.8% | -54.8% | +57.6% | +7.8% |
| 6M | +17.0% | -67.3% | +84.3% | +24.7% |
| YTD | +3.5% | -54.7% | +58.2% | +6.4% |
| 1Y | -2.6% | -57.4% | +54.8% | +0.3% |
| 3Y | +30.7% | -19.6% | +50.4% | +21.5% |
| All | +6.7% | -40.6% | +47.3% | -4.6% |
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 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