+30.9%
OMC vs UUUU
+88.5%
-57.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.3% | +7.8% | +1.8% |
| 7D | -6.2% | -5.0% | -1.2% | -6.0% |
| 30D | -7.6% | -7.8% | +0.2% | -7.2% |
| 3M | +7.4% | -0.4% | +7.8% | +6.9% |
| 6M | +0.1% | -32.9% | +33.0% | +1.8% |
| YTD | +0.4% | -6.3% | +6.7% | -2.0% |
| 1Y | +7.8% | +7.9% | -0.2% | +2.1% |
| 3Y | +11.8% | +85.2% | -73.4% | -4.5% |
| All | +30.9% | +88.5% | -57.6% | +7.0% |
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 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