+681.1%
P vs UUUU
+465.5%
+215.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.0% | +9.3% | +5.3% |
| 7D | -1.3% | -10.5% | +9.2% | +0.8% |
| 30D | -11.9% | -10.5% | -1.4% | -10.2% |
| 3M | +41.6% | -14.1% | +55.7% | +45.3% |
| 6M | +58.1% | -35.5% | +93.6% | +69.4% |
| YTD | +46.5% | -10.9% | +57.5% | +44.2% |
| 1Y | +19.1% | +3.4% | +15.7% | +10.8% |
| 3Y | +150.6% | +73.1% | +77.5% | +96.0% |
| 5Y | +271.8% | +87.1% | +184.6% | +169.1% |
| All | +681.1% | +465.5% | +215.6% | +295.2% |
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