+37.0%
ILMN vs UUUU
+99.2%
-62.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.3% |
| 7D | +1.9% | +2.8% | -0.9% | +1.8% |
| 30D | +12.3% | +3.4% | +8.9% | +12.1% |
| 3M | +33.5% | -3.9% | +37.4% | +33.5% |
| 6M | +69.4% | -23.2% | +92.5% | +70.0% |
| YTD | +60.9% | +0.6% | +60.4% | +58.8% |
| 1Y | +115.0% | +22.9% | +92.1% | +104.7% |
| 3Y | +37.0% | +98.6% | -61.6% | +19.0% |
| All | +37.0% | +99.2% | -62.2% | +19.0% |
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 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