+47.2%
LH vs UUUU
-55.1%
+102.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +3.9% |
| 7D | +2.1% | -14.4% | +16.5% | +2.2% |
| 30D | +19.2% | -33.6% | +52.8% | +19.5% |
| 3M | +18.0% | -44.2% | +62.2% | +18.5% |
| 6M | +46.1% | -66.8% | +112.9% | +47.5% |
| YTD | +47.7% | -50.6% | +98.3% | +46.8% |
| 1Y | +47.2% | -57.8% | +105.0% | +47.3% |
| All | +47.2% | -55.1% | +102.4% | +47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling