+629.3%
ON vs UUUU
+465.5%
+163.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -5.0% | +13.5% | +9.5% |
| 7D | +2.4% | -10.5% | +12.9% | +4.5% |
| 30D | -8.6% | -10.5% | +1.9% | -6.9% |
| 3M | -34.3% | -14.1% | -20.2% | -32.6% |
| 6M | +28.5% | -35.5% | +64.0% | +38.0% |
| YTD | +40.6% | -10.9% | +51.5% | +38.4% |
| 1Y | +55.3% | +3.4% | +52.0% | +42.8% |
| 3Y | -22.2% | +73.1% | -95.3% | -41.2% |
| 5Y | +62.4% | +87.1% | -24.8% | +14.7% |
| All | +629.3% | +465.5% | +163.8% | +269.3% |
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