+31.1%
OMC vs UUUU
+465.5%
-434.4%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.2% |
| 7D | -4.4% | -10.5% | +6.1% | -3.6% |
| 30D | -7.6% | -10.5% | +2.9% | -7.0% |
| 3M | +4.5% | -14.1% | +18.6% | +5.2% |
| 6M | -0.3% | -35.5% | +35.2% | +1.9% |
| YTD | -0.1% | -10.9% | +10.8% | -2.0% |
| 1Y | +4.6% | +3.4% | +1.3% | -0.2% |
| 3Y | +10.5% | +73.1% | -62.7% | -3.5% |
| 5Y | +31.7% | +87.1% | -55.4% | +9.7% |
| All | +31.1% | +465.5% | -434.4% | -13.2% |
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