+159.2%
OMC vs UUUU
-92.0%
+251.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.5% |
| 7D | -4.2% | +1.8% | -6.1% | -4.3% |
| 30D | -7.5% | +1.8% | -9.3% | -7.7% |
| 3M | +4.6% | +1.3% | +3.4% | +4.2% |
| 6M | -4.8% | -26.8% | +21.9% | -4.0% |
| YTD | -1.0% | +0.1% | -1.1% | -2.7% |
| 1Y | +3.8% | +11.2% | -7.4% | +0.6% |
| 3Y | +10.2% | +97.7% | -87.5% | +1.0% |
| 5Y | +29.7% | +127.3% | -97.6% | +15.4% |
| 10Y | +32.3% | +532.6% | -500.3% | +5.4% |
| All | +159.2% | -92.0% | +251.2% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling