+57.4%
MAR vs UUUU
-55.1%
+112.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.9% | +2.0% |
| 7D | +7.7% | -14.4% | +22.1% | +7.4% |
| 30D | +19.4% | -33.6% | +53.0% | +18.4% |
| 3M | +23.3% | -44.2% | +67.5% | +22.0% |
| 6M | +22.8% | -66.8% | +89.6% | +20.8% |
| YTD | +37.8% | -50.6% | +88.4% | +36.1% |
| 1Y | +57.4% | -57.8% | +115.2% | +56.1% |
| All | +57.4% | -55.1% | +112.5% | +56.1% |
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 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