+13.6%
KMB vs UUUU
-55.1%
+68.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +5.0% | +4.1% |
| 7D | +0.4% | -14.4% | +14.8% | +0.2% |
| 30D | +14.0% | -33.6% | +47.7% | +13.8% |
| 3M | -1.3% | -44.2% | +42.8% | -1.5% |
| 6M | +16.7% | -66.8% | +83.5% | +17.0% |
| YTD | +12.0% | -50.6% | +62.6% | +14.7% |
| 1Y | +13.6% | -57.8% | +71.4% | +15.9% |
| All | +13.6% | -55.1% | +68.8% | +15.9% |
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