+56.0%
ILMN vs UUUU
+370.7%
-314.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | -2.9% | -1.1% | -1.8% | -2.8% |
| 30D | -23.8% | -21.0% | -2.8% | -21.3% |
| 3M | +7.5% | -54.8% | +62.3% | +18.9% |
| 6M | +42.8% | -67.3% | +110.1% | +63.3% |
| YTD | +57.8% | -54.7% | +112.5% | +67.7% |
| 1Y | +72.6% | -57.4% | +130.0% | +84.0% |
| 3Y | +129.3% | -19.6% | +149.0% | +103.5% |
| 5Y | -44.5% | -40.0% | -4.5% | -51.5% |
| All | +56.0% | +370.7% | -314.7% | -7.4% |
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