+161.7%
M vs UUUU
-12.8%
+174.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.1% |
| 7D | -3.3% | -3.5% | +0.2% | -3.1% |
| 30D | +8.1% | -28.3% | +36.4% | +10.2% |
| 3M | +2.2% | -53.1% | +55.3% | +6.9% |
| 6M | +35.1% | -68.6% | +103.7% | +43.9% |
| YTD | +15.8% | -52.3% | +68.2% | +18.1% |
| 1Y | +25.8% | -55.8% | +81.6% | +28.7% |
| All | +161.7% | -12.8% | +174.6% | +142.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling