+180.5%
PL vs UUUU
+27.9%
+152.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | -9.3% | -1.4% | -7.9% | -8.8% |
| 30D | -18.9% | +16.3% | -35.2% | -24.8% |
| 3M | -58.4% | -16.7% | -41.7% | -55.0% |
| 6M | -30.3% | -33.7% | +3.3% | -19.3% |
| YTD | -8.1% | -0.5% | -7.6% | -8.3% |
| 1Y | +180.5% | +28.9% | +151.6% | +199.3% |
| All | +180.5% | +27.9% | +152.6% | +199.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling