+54.0%
LHX vs UUUU
+74.5%
-20.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.8% | -0.9% |
| 7D | -4.3% | -10.5% | +6.3% | -3.8% |
| 30D | -15.1% | -10.5% | -4.6% | -14.8% |
| 3M | -21.0% | -14.1% | -6.8% | -20.6% |
| 6M | -32.0% | -35.5% | +3.5% | -31.0% |
| YTD | -15.3% | -10.9% | -4.4% | -15.1% |
| 1Y | -11.1% | +3.4% | -14.4% | -11.1% |
| 3Y | +54.0% | +73.1% | -19.1% | +49.9% |
| All | +54.0% | +74.5% | -20.5% | +49.9% |
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