+158.7%
P vs UUUU
+99.2%
+59.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | +7.8% | +2.8% | +5.0% | +7.3% |
| 30D | +12.3% | +3.4% | +8.9% | +11.4% |
| 3M | +37.1% | -3.9% | +41.0% | +37.4% |
| 6M | +66.1% | -23.2% | +89.2% | +71.0% |
| YTD | +50.9% | +0.6% | +50.4% | +45.2% |
| 1Y | +27.2% | +22.9% | +4.4% | +14.1% |
| 3Y | +158.7% | +98.6% | +60.0% | +86.7% |
| All | +158.7% | +99.2% | +59.5% | +86.7% |
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 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