+38.7%
MOD vs UUUU
+25.8%
+12.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | +6.3% | +2.8% | +3.5% | +5.7% |
| 30D | -1.7% | +3.4% | -5.1% | -2.5% |
| 3M | -30.1% | -3.9% | -26.2% | -30.2% |
| 6M | +2.7% | -23.2% | +25.9% | +5.4% |
| YTD | +44.1% | +0.6% | +43.5% | +39.6% |
| 1Y | +38.7% | +22.9% | +15.9% | +47.7% |
| All | +38.7% | +25.8% | +12.9% | +47.7% |
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