+1,381.0%
NET vs UUUU
+245.2%
+1,135.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.7% | -2.4% |
| 7D | -16.4% | -14.4% | -1.9% | -13.1% |
| 30D | -25.8% | -33.6% | +7.8% | -18.4% |
| 3M | -11.5% | -44.2% | +32.6% | +1.0% |
| 6M | +18.9% | -66.8% | +85.7% | +52.0% |
| YTD | +35.2% | -50.6% | +85.8% | +49.0% |
| 1Y | +14.5% | -57.8% | +72.2% | +30.1% |
| 3Y | +313.8% | -9.6% | +323.4% | +230.9% |
| 5Y | +32.6% | -29.3% | +61.9% | +6.0% |
| All | +1,381.0% | +245.2% | +1,135.8% | +649.0% |
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