+54.8%
ON vs UUUU
+27.9%
+26.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +2.4% | -1.4% | +3.8% | +2.7% |
| 30D | -3.3% | +16.3% | -19.6% | -5.8% |
| 3M | -43.6% | -16.7% | -26.9% | -42.8% |
| 6M | +19.0% | -33.7% | +52.6% | +20.9% |
| YTD | +37.4% | -0.5% | +37.8% | +38.1% |
| 1Y | +54.8% | +28.9% | +25.9% | +55.6% |
| All | +54.8% | +27.9% | +26.8% | +55.6% |
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 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