+107.9%
ILMN vs UUUU
+3.5%
+104.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +2.6% |
| 7D | -5.4% | -10.5% | +5.1% | -5.2% |
| 30D | +7.0% | -10.5% | +17.5% | +7.2% |
| 3M | +24.2% | -14.1% | +38.3% | +24.3% |
| 6M | +69.9% | -35.5% | +105.4% | +69.7% |
| YTD | +57.4% | -10.9% | +68.3% | +58.8% |
| 1Y | +107.9% | +3.4% | +104.5% | +94.1% |
| All | +107.9% | +3.5% | +104.4% | +94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling