-26.3%
LOW vs UUUU
+3.5%
-29.8%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.2% |
| 7D | -3.7% | -10.5% | +6.8% | -3.6% |
| 30D | -8.9% | -10.5% | +1.6% | -8.7% |
| 3M | -10.4% | -14.1% | +3.7% | -10.2% |
| 6M | -19.4% | -35.5% | +16.1% | -19.1% |
| YTD | -17.1% | -10.9% | -6.2% | -16.5% |
| 1Y | -26.3% | +3.4% | -29.6% | -26.0% |
| All | -26.3% | +3.5% | -29.8% | -26.0% |
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 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