+19.6%
KWEB vs UUUU
+51.4%
-31.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +5.0% | -0.5% |
| 7D | -4.3% | -5.0% | +0.7% | -3.7% |
| 30D | -13.0% | -7.8% | -5.2% | -12.2% |
| 3M | -7.6% | -0.4% | -7.1% | -8.2% |
| 6M | -21.1% | -32.9% | +11.8% | -18.2% |
| YTD | -28.2% | -6.3% | -22.0% | -29.9% |
| 1Y | -34.9% | +7.9% | -42.8% | -39.0% |
| 3Y | -0.8% | +85.2% | -86.0% | -18.4% |
| 5Y | -43.6% | +97.0% | -140.5% | -56.0% |
| 10Y | -21.7% | +492.6% | -514.3% | -53.0% |
| All | +19.6% | +51.4% | -31.8% | -21.5% |
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