+280.1%
KEEL vs UUUU
+768.2%
-488.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -6.3% | -1.0% | -4.5% |
| 7D | +2.7% | -5.0% | +7.7% | +5.2% |
| 30D | +4.6% | -7.8% | +12.3% | +8.4% |
| 3M | -34.5% | -0.4% | -34.0% | -33.8% |
| 6M | +59.3% | -32.9% | +92.1% | +89.1% |
| YTD | +46.4% | -6.3% | +52.6% | +48.5% |
| 1Y | +96.6% | +7.9% | +88.7% | +81.4% |
| 3Y | +182.0% | +85.2% | +96.8% | +81.9% |
| 5Y | -38.2% | +97.0% | -135.2% | -61.2% |
| All | +280.1% | +768.2% | -488.0% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling