+550.0%
LNG vs UUUU
+465.5%
+84.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.7% |
| 7D | -4.7% | -10.5% | +5.8% | -3.6% |
| 30D | +3.8% | -10.5% | +14.3% | +4.8% |
| 3M | +16.2% | -14.1% | +30.3% | +17.1% |
| 6M | +11.7% | -35.5% | +47.2% | +14.8% |
| YTD | +44.2% | -10.9% | +55.1% | +40.5% |
| 1Y | +18.6% | +3.4% | +15.2% | +11.1% |
| 3Y | +77.4% | +73.1% | +4.3% | +47.7% |
| 5Y | +232.3% | +87.1% | +145.1% | +160.2% |
| All | +550.0% | +465.5% | +84.5% | +278.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling