+31.3%
M vs UUUU
+3.5%
+27.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.0% | +12.7% | +7.9% |
| 7D | -4.2% | -10.5% | +6.3% | -3.7% |
| 30D | -7.2% | -10.5% | +3.3% | -6.8% |
| 3M | -11.1% | -14.1% | +3.0% | -10.9% |
| 6M | +28.8% | -35.5% | +64.3% | +29.5% |
| YTD | +2.0% | -10.9% | +13.0% | +0.6% |
| 1Y | +31.3% | +3.4% | +27.9% | +24.8% |
| All | +31.3% | +3.5% | +27.7% | +24.8% |
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