+1,449.6%
NET vs UUUU
+595.7%
+853.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | -7.0% | -1.4% | -5.6% | -6.6% |
| 30D | -4.8% | +16.3% | -21.1% | -8.5% |
| 3M | +3.8% | -16.7% | +20.5% | +7.3% |
| 6M | +50.0% | -33.7% | +83.7% | +61.4% |
| YTD | +41.5% | -0.5% | +42.0% | +32.4% |
| 1Y | +32.8% | +28.9% | +4.0% | +10.7% |
| 3Y | +335.9% | +99.9% | +236.0% | +184.8% |
| 5Y | +113.8% | +135.3% | -21.5% | +32.6% |
| All | +1,449.6% | +595.7% | +853.9% | +565.4% |
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