+27.4%
O vs UUUU
+74.5%
-47.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | -0.2% |
| 7D | -2.9% | -10.5% | +7.6% | -3.0% |
| 30D | -4.5% | -10.5% | +6.0% | -4.6% |
| 3M | -2.6% | -14.1% | +11.5% | -2.7% |
| 6M | -5.6% | -35.5% | +29.9% | -5.7% |
| YTD | +9.3% | -10.9% | +20.2% | +9.4% |
| 1Y | +4.3% | +3.4% | +1.0% | +4.8% |
| 3Y | +27.4% | +73.1% | -45.7% | +28.6% |
| All | +27.4% | +74.5% | -47.1% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling