+79.9%
PL vs UUUU
+159.2%
-79.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.0% |
| 7D | -7.5% | +2.8% | -10.3% | -8.3% |
| 30D | -25.6% | +3.4% | -29.0% | -26.7% |
| 3M | -45.6% | -3.9% | -41.7% | -45.2% |
| 6M | -29.5% | -23.2% | -6.4% | -24.6% |
| YTD | -9.7% | +0.6% | -10.2% | -10.8% |
| 1Y | +84.4% | +22.9% | +61.5% | +68.5% |
| 3Y | +550.0% | +98.6% | +451.4% | +378.2% |
| 5Y | +79.0% | +130.2% | -51.2% | +26.8% |
| All | +79.9% | +159.2% | -79.3% | +28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling