+798.4%
MAR vs UUUU
-92.0%
+890.4%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -0.5% | +1.8% | -2.3% | -0.6% |
| 30D | -4.7% | +1.8% | -6.5% | -4.9% |
| 3M | -15.6% | +1.3% | -16.9% | -16.0% |
| 6M | +1.2% | -26.8% | +28.0% | +2.3% |
| YTD | +7.5% | +0.1% | +7.4% | +5.2% |
| 1Y | +26.6% | +11.2% | +15.4% | +21.6% |
| 3Y | +66.0% | +97.7% | -31.7% | +48.6% |
| 5Y | +154.1% | +127.3% | +26.8% | +119.6% |
| 10Y | +441.9% | +532.6% | -90.8% | +311.7% |
| All | +798.4% | -92.0% | +890.4% | +568.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling