+180.9%
P vs UUUU
-15.0%
+195.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +7.0% | +0.9% |
| 7D | -13.3% | -6.9% | -6.4% | -11.8% |
| 30D | -34.0% | -32.3% | -1.7% | -28.1% |
| 3M | +4.1% | -52.8% | +56.9% | +21.5% |
| 6M | +30.5% | -68.5% | +99.0% | +63.0% |
| YTD | +52.2% | -53.6% | +105.8% | +71.6% |
| 1Y | +10.3% | -59.1% | +69.4% | +26.8% |
| 3Y | +180.9% | -14.7% | +195.5% | +124.5% |
| All | +180.9% | -15.0% | +195.9% | +124.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling