+485.4%
P vs UUUU
+350.8%
+134.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | +6.5% | -1.4% | +7.9% | +6.8% |
| 30D | +18.8% | +16.3% | +2.5% | +15.1% |
| 3M | +26.7% | -16.7% | +43.4% | +30.8% |
| 6M | +62.2% | -33.7% | +95.8% | +72.6% |
| YTD | +48.5% | -0.5% | +49.0% | +43.1% |
| 1Y | +26.4% | +28.9% | -2.5% | +12.6% |
| 3Y | +159.4% | +99.9% | +59.5% | +98.0% |
| 5Y | +275.8% | +135.3% | +140.5% | +161.3% |
| 10Y | +732.0% | +518.4% | +213.6% | +309.3% |
| All | +485.4% | +350.8% | +134.6% | +167.4% |
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