+1,258.4%
NET vs UUUU
+216.8%
+1,041.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -8.2% | -0.1% | -6.3% |
| 7D | -21.2% | -19.9% | -1.3% | -16.7% |
| 30D | -31.1% | -41.5% | +10.3% | -21.8% |
| 3M | -16.5% | -47.0% | +30.5% | -3.4% |
| 6M | 0.0% | -68.7% | +68.7% | +29.9% |
| YTD | +24.0% | -54.7% | +78.7% | +39.6% |
| 1Y | +7.0% | -59.3% | +66.3% | +22.7% |
| 3Y | +279.6% | -17.0% | +296.6% | +210.1% |
| 5Y | +24.0% | -35.9% | +59.8% | +1.4% |
| All | +1,258.4% | +216.8% | +1,041.6% | +601.9% |
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