+547.6%
P vs UUUU
+108.1%
+439.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.6% | +7.0% | +4.1% |
| 7D | +17.8% | +1.4% | +16.5% | +17.4% |
| 30D | -29.9% | -27.9% | -1.9% | -24.8% |
| 3M | -1.2% | -53.8% | +52.7% | +14.9% |
| 6M | +32.1% | -68.1% | +100.2% | +64.3% |
| YTD | +64.3% | -54.1% | +118.4% | +84.7% |
| 1Y | +24.3% | -57.8% | +82.1% | +41.6% |
| 3Y | +203.2% | -15.4% | +218.7% | +176.2% |
| 5Y | +290.4% | -39.2% | +329.6% | +255.1% |
| 10Y | +680.9% | +370.4% | +310.4% | +319.7% |
| All | +547.6% | +108.1% | +439.5% | +245.0% |
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