+11.3%
O vs UUUU
-55.1%
+66.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.0% |
| 7D | +5.8% | -14.4% | +20.2% | +5.6% |
| 30D | +10.7% | -33.6% | +44.3% | +10.2% |
| 3M | -4.5% | -44.2% | +39.7% | -5.1% |
| 6M | -4.1% | -66.8% | +62.7% | -4.4% |
| YTD | +9.8% | -50.6% | +60.4% | +8.5% |
| 1Y | +11.3% | -57.8% | +69.1% | +10.0% |
| All | +11.3% | -55.1% | +66.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling