-73.4%
OPEN vs UUUU
+9.0%
-82.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.3% | -0.3% | -4.9% |
| 7D | -10.5% | -5.0% | -5.5% | -9.2% |
| 30D | -21.8% | -7.8% | -14.0% | -20.0% |
| 3M | -37.5% | -0.4% | -37.1% | -37.8% |
| 6M | -44.1% | -32.9% | -11.2% | -39.8% |
| YTD | -52.0% | -6.3% | -45.7% | -53.6% |
| All | -73.4% | +9.0% | -82.3% | -77.0% |
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 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