+234.0%
KMB vs UUUU
-96.3%
+330.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.5% |
| 7D | -3.0% | +1.4% | -4.3% | -3.0% |
| 30D | +9.1% | -27.9% | +37.0% | +9.7% |
| 3M | -0.4% | -53.8% | +53.4% | +0.9% |
| 6M | +13.0% | -68.1% | +81.1% | +15.1% |
| YTD | +10.3% | -54.1% | +64.4% | +11.3% |
| 1Y | +8.2% | -57.8% | +66.0% | +9.2% |
| 3Y | +0.4% | -15.4% | +15.8% | -0.8% |
| 5Y | -2.7% | -39.2% | +36.5% | -4.1% |
| 10Y | +35.7% | +370.4% | -334.7% | +24.4% |
| All | +234.0% | -96.3% | +330.3% | +211.0% |
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