-29.5%
LEN vs UUUU
+83.7%
-113.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.3% | +2.8% | -3.3% |
| 7D | -7.8% | -5.0% | -2.7% | -7.6% |
| 30D | -11.0% | -7.8% | -3.2% | -10.8% |
| 3M | -12.8% | -0.4% | -12.3% | -12.9% |
| 6M | -20.2% | -32.9% | +12.7% | -19.5% |
| YTD | -23.0% | -6.3% | -16.8% | -23.3% |
| 1Y | -41.8% | +7.9% | -49.7% | -42.7% |
| All | -29.5% | +83.7% | -113.1% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling