+59.8%
LH vs UUUU
+74.5%
-14.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.5% |
| 7D | -4.7% | -10.5% | +5.8% | -4.7% |
| 30D | -3.5% | -10.5% | +7.0% | -3.5% |
| 3M | +17.7% | -14.1% | +31.8% | +17.7% |
| 6M | +15.8% | -35.5% | +51.2% | +15.9% |
| YTD | +25.1% | -10.9% | +36.0% | +25.1% |
| 1Y | +12.5% | +3.4% | +9.2% | +12.5% |
| 3Y | +59.8% | +73.1% | -13.4% | +58.9% |
| All | +59.8% | +74.5% | -14.8% | +58.9% |
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