-4.0%
M vs UUUU
+465.5%
-469.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.0% | +12.7% | +8.5% |
| 7D | -4.2% | -10.5% | +6.3% | -2.5% |
| 30D | -7.2% | -10.5% | +3.3% | -5.8% |
| 3M | -11.1% | -14.1% | +3.0% | -9.7% |
| 6M | +28.8% | -35.5% | +64.3% | +35.3% |
| YTD | +2.0% | -10.9% | +13.0% | -1.5% |
| 1Y | +31.3% | +3.4% | +27.9% | +19.4% |
| 3Y | +119.1% | +73.1% | +46.0% | +66.3% |
| 5Y | +29.7% | +87.1% | -57.5% | -9.4% |
| All | -4.0% | +465.5% | -469.6% | -54.5% |
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