+227.1%
KMB vs UUUU
-92.0%
+319.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.6% |
| 7D | -3.0% | -1.4% | -1.7% | -3.0% |
| 30D | -5.5% | +16.3% | -21.8% | -5.8% |
| 3M | +14.0% | -16.7% | +30.7% | +14.2% |
| 6M | +4.1% | -33.7% | +37.7% | +4.6% |
| YTD | +8.0% | -0.5% | +8.5% | +7.5% |
| 1Y | -13.7% | +28.9% | -42.6% | -14.7% |
| 3Y | -5.9% | +99.9% | -105.8% | -8.5% |
| 5Y | -8.6% | +135.3% | -143.9% | -12.4% |
| 10Y | +17.3% | +518.4% | -501.1% | +6.8% |
| All | +227.1% | -92.0% | +319.1% | +200.5% |
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 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