+6.2%
HD vs UUUU
+125.2%
-119.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -1.0% |
| 7D | -1.8% | +1.8% | -3.6% | -1.9% |
| 30D | -10.8% | +1.8% | -12.7% | -11.0% |
| 3M | -2.7% | +1.3% | -3.9% | -3.0% |
| 6M | -10.3% | -26.8% | +16.5% | -9.3% |
| YTD | -7.8% | +0.1% | -7.9% | -9.5% |
| 1Y | -23.1% | +11.2% | -34.4% | -26.2% |
| 3Y | +2.0% | +97.7% | -95.7% | -10.3% |
| All | +6.2% | +125.2% | -119.1% | -9.8% |
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