+129.3%
ILMN vs UUUU
-17.1%
+146.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -2.9% | -1.1% | -1.8% | -2.8% |
| 30D | -23.8% | -21.0% | -2.8% | -22.9% |
| 3M | +7.5% | -54.8% | +62.3% | +11.1% |
| 6M | +42.8% | -67.3% | +110.1% | +48.9% |
| YTD | +57.8% | -54.7% | +112.5% | +60.8% |
| 1Y | +72.6% | -57.4% | +130.0% | +76.1% |
| 3Y | +129.3% | -19.6% | +149.0% | +99.6% |
| All | +129.3% | -17.1% | +146.4% | +99.6% |
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 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