+145.4%
KEYS vs UUUU
+83.7%
+61.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | -0.7% |
| 7D | +0.9% | -5.0% | +6.0% | +1.7% |
| 30D | -5.3% | -7.8% | +2.5% | -4.4% |
| 3M | +0.5% | -0.4% | +0.9% | +0.1% |
| 6M | +14.0% | -32.9% | +46.9% | +18.2% |
| YTD | +60.3% | -6.3% | +66.5% | +59.9% |
| 1Y | +91.3% | +7.9% | +83.4% | +84.8% |
| All | +145.4% | +83.7% | +61.7% | +107.3% |
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