+26.7%
LH vs UUUU
+88.5%
-61.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.9% | -4.2% |
| 7D | -7.4% | -5.0% | -2.4% | -7.2% |
| 30D | -4.6% | -7.8% | +3.2% | -4.3% |
| 3M | +14.5% | -0.4% | +15.0% | +14.2% |
| 6M | +14.8% | -32.9% | +47.7% | +16.0% |
| YTD | +23.3% | -6.3% | +29.5% | +21.8% |
| 1Y | +13.6% | +7.9% | +5.7% | +10.4% |
| 3Y | +56.3% | +85.2% | -28.8% | +43.6% |
| All | +26.7% | +88.5% | -61.8% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling