+624.5%
P vs UUUU
+395.0%
+229.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +3.8% |
| 7D | -4.7% | -3.5% | -1.2% | -3.8% |
| 30D | -31.4% | -28.3% | -3.2% | -26.3% |
| 3M | -2.6% | -53.1% | +50.5% | +13.3% |
| 6M | +21.9% | -68.6% | +90.5% | +52.8% |
| YTD | +58.9% | -52.3% | +111.3% | +77.8% |
| 1Y | +21.7% | -55.8% | +77.5% | +37.8% |
| 3Y | +193.3% | -12.3% | +205.6% | +164.0% |
| 5Y | +275.1% | -36.9% | +312.0% | +236.7% |
| All | +624.5% | +395.0% | +229.5% | +312.6% |
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