+632.8%
LYB vs UUUU
+29.5%
+603.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.0% | -0.4% |
| 7D | +0.3% | -10.5% | +10.8% | +1.4% |
| 30D | +2.5% | -10.5% | +13.0% | +3.4% |
| 3M | +1.4% | -14.1% | +15.5% | +2.3% |
| 6M | -3.5% | -35.5% | +32.0% | -0.7% |
| YTD | +52.0% | -10.9% | +62.9% | +48.6% |
| 1Y | +22.1% | +3.4% | +18.7% | +14.7% |
| 3Y | -22.8% | +73.1% | -95.9% | -35.2% |
| 5Y | -3.4% | +87.1% | -90.5% | -23.5% |
| 10Y | +47.4% | +463.0% | -415.7% | -9.8% |
| All | +632.8% | +29.5% | +603.3% | +336.1% |
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