+26.4%
P vs UUUU
+27.9%
-1.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | +6.5% | -1.4% | +7.9% | +6.8% |
| 30D | +18.8% | +16.3% | +2.5% | +14.9% |
| 3M | +26.7% | -16.7% | +43.4% | +29.7% |
| 6M | +62.2% | -33.7% | +95.8% | +69.4% |
| YTD | +48.5% | -0.5% | +49.0% | +43.2% |
| 1Y | +26.4% | +28.9% | -2.5% | +13.5% |
| All | +26.4% | +27.9% | -1.5% | +13.5% |
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 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