+53.9%
NDAQ vs UUUU
+125.2%
-71.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -1.6% | +1.8% | -3.4% | -1.7% |
| 30D | -1.5% | +1.8% | -3.3% | -1.7% |
| 3M | +8.0% | +1.3% | +6.8% | +7.6% |
| 6M | +7.7% | -26.8% | +34.5% | +8.8% |
| YTD | -2.3% | +0.1% | -2.4% | -4.8% |
| 1Y | +0.6% | +11.2% | -10.7% | -4.5% |
| 3Y | +90.9% | +97.7% | -6.8% | +64.9% |
| All | +53.9% | +125.2% | -71.3% | +27.2% |
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