-29.2%
IT vs UUUU
+9.0%
-38.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.9% | 0.0% |
| 7D | -12.7% | -5.0% | -7.7% | -13.1% |
| 30D | -8.9% | -7.8% | -1.1% | -9.5% |
| 3M | +10.1% | -0.4% | +10.6% | +11.0% |
| 6M | +7.3% | -32.9% | +40.2% | +5.8% |
| YTD | -32.4% | -6.3% | -26.1% | -31.2% |
| All | -29.2% | +9.0% | -38.2% | -26.6% |
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 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