+169.8%
HL vs UUUU
-92.0%
+261.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +0.4% | +1.8% | -1.4% | +0.1% |
| 30D | +18.8% | +1.8% | +17.0% | +18.4% |
| 3M | +43.7% | +1.3% | +42.5% | +43.2% |
| 6M | -1.0% | -26.8% | +25.7% | +4.0% |
| YTD | +8.7% | +0.1% | +8.6% | +7.7% |
| 1Y | +105.0% | +11.2% | +93.8% | +95.8% |
| 3Y | +427.3% | +97.7% | +329.6% | +339.7% |
| 5Y | +249.3% | +127.3% | +122.0% | +175.9% |
| 10Y | +284.2% | +532.6% | -248.4% | +135.7% |
| All | +169.8% | -92.0% | +261.8% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling