+256.9%
HL vs UUUU
+465.5%
-208.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | +0.2% |
| 7D | -4.4% | -10.5% | +6.2% | -1.3% |
| 30D | +9.3% | -10.5% | +19.8% | +12.7% |
| 3M | +32.0% | -14.1% | +46.1% | +37.2% |
| 6M | -6.4% | -35.5% | +29.0% | +4.7% |
| YTD | +3.1% | -10.9% | +14.1% | +4.3% |
| 1Y | +77.6% | +3.4% | +74.2% | +66.3% |
| 3Y | +392.8% | +73.1% | +319.7% | +268.9% |
| 5Y | +234.1% | +87.1% | +147.0% | +129.3% |
| All | +256.9% | +465.5% | -208.6% | +63.8% |
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 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