-12.9%
KMB vs UUUU
+132.1%
-145.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.1% |
| 7D | -8.6% | +1.8% | -10.4% | -8.6% |
| 30D | -7.5% | +1.8% | -9.4% | -7.5% |
| 3M | -0.6% | +1.3% | -1.9% | -0.6% |
| 6M | -1.5% | -26.8% | +25.2% | -1.4% |
| YTD | +1.6% | +0.1% | +1.5% | +1.7% |
| 1Y | -20.8% | +11.2% | -32.0% | -20.4% |
| 3Y | -12.4% | +97.7% | -110.1% | -11.7% |
| 5Y | -12.9% | +127.3% | -140.3% | -11.5% |
| All | -12.9% | +132.1% | -145.0% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling