-8.1%
M vs UUUU
+370.7%
-378.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.9% | +1.7% |
| 7D | +7.0% | -1.1% | +8.1% | +7.2% |
| 30D | +8.9% | -21.0% | +29.9% | +13.0% |
| 3M | +4.5% | -54.8% | +59.3% | +18.3% |
| 6M | +36.2% | -67.3% | +103.5% | +61.1% |
| YTD | +15.1% | -54.7% | +69.8% | +23.6% |
| 1Y | +27.4% | -57.4% | +84.9% | +37.3% |
| 3Y | +160.1% | -19.6% | +179.8% | +124.3% |
| 5Y | -1.6% | -40.0% | +38.5% | -16.1% |
| All | -8.1% | +370.7% | -378.8% | -54.1% |
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 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