+499.9%
P vs UUUU
+110.0%
+389.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +7.0% | +0.8% |
| 7D | -13.3% | -6.9% | -6.4% | -11.9% |
| 30D | -34.0% | -32.3% | -1.7% | -28.4% |
| 3M | +4.1% | -52.8% | +56.9% | +20.6% |
| 6M | +30.5% | -68.5% | +99.0% | +62.7% |
| YTD | +52.2% | -53.6% | +105.8% | +70.8% |
| 1Y | +10.3% | -59.1% | +69.4% | +26.5% |
| 3Y | +180.9% | -14.7% | +195.5% | +155.5% |
| 5Y | +259.7% | -35.4% | +295.2% | +223.7% |
| 10Y | +652.6% | +378.0% | +274.6% | +303.5% |
| All | +499.9% | +110.0% | +389.9% | +219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling