+1,336.6%
NDAQ vs UUUU
-96.4%
+1,432.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | -0.1% |
| 7D | +1.3% | -1.1% | +2.3% | +1.3% |
| 30D | +18.0% | -21.0% | +38.9% | +19.6% |
| 3M | +11.5% | -54.8% | +66.3% | +17.1% |
| 6M | +21.1% | -67.3% | +88.4% | +29.2% |
| YTD | +12.8% | -54.7% | +67.5% | +16.1% |
| 1Y | +25.7% | -57.4% | +83.1% | +29.6% |
| 3Y | +116.8% | -19.6% | +136.4% | +106.3% |
| 5Y | +67.3% | -40.0% | +107.3% | +58.0% |
| 10Y | +473.3% | +364.1% | +109.2% | +332.7% |
| All | +1,336.6% | -96.4% | +1,432.9% | +988.8% |
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