+13.8%
KMB vs UUUU
+495.2%
-481.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | -0.1% |
| 7D | -7.7% | -5.0% | -2.7% | -7.6% |
| 30D | -8.2% | -7.8% | -0.4% | -8.1% |
| 3M | -1.9% | -0.4% | -1.5% | -2.0% |
| 6M | -0.7% | -32.9% | +32.2% | 0.0% |
| YTD | +1.4% | -6.3% | +7.6% | +0.9% |
| 1Y | -19.1% | +7.9% | -27.0% | -20.0% |
| 3Y | -12.6% | +85.2% | -97.8% | -15.5% |
| 5Y | -12.7% | +97.0% | -109.6% | -17.4% |
| All | +13.8% | +495.2% | -481.4% | -7.1% |
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