+145.2%
MAR vs UUUU
+88.5%
+56.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.2% |
| 7D | -2.1% | -5.0% | +2.9% | -1.7% |
| 30D | -5.7% | -7.8% | +2.1% | -5.2% |
| 3M | -14.6% | -0.4% | -14.2% | -15.0% |
| 6M | +1.3% | -32.9% | +34.2% | +3.6% |
| YTD | +6.7% | -6.3% | +13.0% | +3.5% |
| 1Y | +26.4% | +7.9% | +18.5% | +17.9% |
| 3Y | +64.7% | +85.2% | -20.5% | +35.2% |
| All | +145.2% | +88.5% | +56.7% | +94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling