+365.6%
NDAQ vs UUUU
+495.2%
-129.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -1.9% |
| 7D | -6.8% | -5.0% | -1.8% | -6.4% |
| 30D | -3.2% | -7.8% | +4.6% | -2.7% |
| 3M | +6.5% | -0.4% | +6.9% | +6.0% |
| 6M | +5.7% | -32.9% | +38.6% | +7.6% |
| YTD | -4.6% | -6.3% | +1.6% | -6.6% |
| 1Y | -1.6% | +7.9% | -9.5% | -6.2% |
| 3Y | +86.4% | +85.2% | +1.3% | +63.3% |
| 5Y | +50.3% | +97.0% | -46.6% | +25.9% |
| All | +365.6% | +495.2% | -129.6% | +201.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling