+294.5%
KEEL vs UUUU
+724.8%
-430.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.0% | +8.8% | +6.0% |
| 7D | +2.9% | -10.5% | +13.4% | +8.0% |
| 30D | +0.8% | -10.5% | +11.4% | +5.9% |
| 3M | -35.3% | -14.1% | -21.2% | -30.3% |
| 6M | +59.4% | -35.5% | +94.9% | +92.3% |
| YTD | +51.9% | -10.9% | +62.9% | +57.4% |
| 1Y | +75.0% | +3.4% | +71.6% | +64.5% |
| 3Y | +224.5% | +73.1% | +151.4% | +115.5% |
| 5Y | -35.9% | +87.1% | -123.0% | -58.9% |
| All | +294.5% | +724.8% | -430.4% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling