-32.0%
LII vs UUUU
+17.3%
-49.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.4% |
| 7D | +0.5% | +1.8% | -1.3% | +0.4% |
| 30D | -11.2% | +1.8% | -13.0% | -11.4% |
| 3M | -28.8% | +1.3% | -30.1% | -29.2% |
| 6M | -26.9% | -26.8% | -0.1% | -27.0% |
| YTD | -22.2% | +0.1% | -22.3% | -22.5% |
| 1Y | -32.0% | +11.2% | -43.2% | -33.4% |
| All | -32.0% | +17.3% | -49.3% | -33.4% |
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