+44.1%
PL vs UUUU
+19.5%
+24.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | +1.8% |
| 7D | +5.6% | -6.9% | +12.5% | +8.4% |
| 30D | -16.9% | -32.3% | +15.4% | -5.7% |
| 3M | -38.2% | -52.8% | +14.6% | -21.8% |
| 6M | -63.4% | -68.5% | +5.0% | -47.5% |
| YTD | -27.6% | -53.6% | +26.0% | -8.5% |
| 1Y | +6.6% | -59.1% | +65.7% | +39.3% |
| 3Y | +557.6% | -14.7% | +572.3% | +536.4% |
| 5Y | +39.5% | -35.4% | +74.9% | +25.7% |
| All | +44.1% | +19.5% | +24.6% | +31.2% |
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