+20.2%
P vs UUUU
-56.4%
+76.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +3.6% |
| 7D | -4.7% | -3.5% | -1.2% | -3.5% |
| 30D | -31.4% | -28.3% | -3.2% | -24.6% |
| 3M | -2.6% | -53.1% | +50.5% | +18.6% |
| 6M | +21.9% | -68.6% | +90.5% | +59.4% |
| YTD | +58.9% | -52.3% | +111.3% | +69.8% |
| All | +20.2% | -56.4% | +76.6% | +31.7% |
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 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