+24.3%
ILMN vs UUUU
+465.5%
-441.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +3.2% |
| 7D | -5.4% | -10.5% | +5.1% | -4.1% |
| 30D | +7.0% | -10.5% | +17.5% | +8.4% |
| 3M | +24.2% | -14.1% | +38.3% | +25.9% |
| 6M | +69.9% | -35.5% | +105.4% | +76.6% |
| YTD | +57.4% | -10.9% | +68.3% | +53.4% |
| 1Y | +107.9% | +3.4% | +104.5% | +92.4% |
| 3Y | +37.1% | +73.1% | -36.0% | +9.9% |
| 5Y | -53.7% | +87.1% | -140.8% | -65.2% |
| All | +24.3% | +465.5% | -441.2% | -28.6% |
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 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