+714.4%
LHX vs UUUU
-92.5%
+806.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.5% |
| 7D | -4.8% | -5.0% | +0.2% | -4.5% |
| 30D | -12.7% | -7.8% | -5.0% | -12.4% |
| 3M | -17.6% | -0.4% | -17.2% | -17.9% |
| 6M | -30.7% | -32.9% | +2.2% | -29.8% |
| YTD | -14.3% | -6.3% | -8.1% | -15.1% |
| 1Y | -8.4% | +7.9% | -16.3% | -10.6% |
| 3Y | +56.7% | +85.2% | -28.5% | +45.2% |
| 5Y | +18.5% | +97.0% | -78.5% | +6.8% |
| 10Y | +229.6% | +492.6% | -263.1% | +162.0% |
| All | +714.4% | -92.5% | +806.9% | +546.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling