+112.5%
NET vs UUUU
+126.1%
-13.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.1% |
| 3M | +3.8% | -16.7% | +20.5% | +7.8% |
| 6M | +50.0% | -33.7% | +83.7% | +63.2% |
| YTD | +41.5% | -0.5% | +42.0% | +29.6% |
| 1Y | +32.8% | +28.9% | +4.0% | +4.1% |
| 3Y | +335.9% | +99.9% | +236.0% | +142.8% |
| All | +112.5% | +126.1% | -13.6% | +9.6% |
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