-84.2%
OPEN vs UUUU
+88.5%
-172.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.3% | -0.3% | -4.0% |
| 7D | -10.5% | -5.0% | -5.5% | -8.5% |
| 30D | -21.8% | -7.8% | -14.0% | -19.1% |
| 3M | -37.5% | -0.4% | -37.1% | -38.2% |
| 6M | -44.1% | -32.9% | -11.2% | -36.5% |
| YTD | -52.0% | -6.3% | -45.7% | -55.9% |
| 1Y | -52.2% | +7.9% | -60.1% | -62.3% |
| 3Y | -25.9% | +85.2% | -111.1% | -60.0% |
| All | -84.2% | +88.5% | -172.8% | -91.7% |
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