+163.4%
JPM vs UUUU
+74.5%
+88.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.7% | +1.0% |
| 7D | -0.7% | -10.5% | +9.8% | 0.0% |
| 30D | -2.5% | -10.5% | +8.1% | -1.9% |
| 3M | +14.1% | -14.1% | +28.3% | +14.7% |
| 6M | +25.1% | -35.5% | +60.6% | +27.3% |
| YTD | +12.1% | -10.9% | +23.1% | +10.8% |
| 1Y | +18.8% | +3.4% | +15.5% | +15.0% |
| 3Y | +163.4% | +73.1% | +90.3% | +134.6% |
| All | +163.4% | +74.5% | +88.9% | +134.6% |
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