-0.4%
PL vs UUUU
-55.1%
+54.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.8% | -5.5% | -5.9% |
| 7D | -11.7% | -14.4% | +2.7% | -4.1% |
| 30D | -27.1% | -33.6% | +6.5% | -9.6% |
| 3M | -44.6% | -44.2% | -0.4% | -25.9% |
| 6M | -67.2% | -66.8% | -0.4% | -43.5% |
| YTD | -35.9% | -50.6% | +14.8% | -17.1% |
| 1Y | -0.4% | -57.8% | +57.4% | +37.5% |
| All | -0.4% | -55.1% | +54.7% | +37.5% |
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