+25.6%
HYG vs UUUU
+74.5%
-48.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.1% |
| 7D | -0.7% | -10.5% | +9.8% | -0.5% |
| 30D | -0.7% | -10.5% | +9.8% | -0.6% |
| 3M | -0.2% | -14.1% | +13.9% | 0.0% |
| 6M | +1.4% | -35.5% | +36.9% | +1.9% |
| YTD | +1.5% | -10.9% | +12.4% | +1.2% |
| 1Y | +2.9% | +3.4% | -0.5% | +2.1% |
| 3Y | +25.6% | +73.1% | -47.5% | +21.8% |
| All | +25.6% | +74.5% | -48.9% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling