+23.9%
OMC vs UUUU
-55.1%
+79.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.8% | +6.0% | +5.2% |
| 7D | +12.5% | -14.4% | +26.9% | +11.7% |
| 30D | +16.3% | -33.6% | +49.9% | +14.2% |
| 3M | +8.1% | -44.2% | +52.2% | +5.4% |
| 6M | +17.2% | -66.8% | +83.9% | +11.7% |
| YTD | +11.8% | -50.6% | +62.4% | +11.9% |
| 1Y | +23.9% | -57.8% | +81.7% | +23.1% |
| All | +23.9% | -55.1% | +79.1% | +23.1% |
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