+18.0%
Q vs UUUU
-55.1%
+73.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -3.3% | -14.4% | +11.2% | +1.1% |
| 30D | -9.7% | -33.6% | +23.9% | +1.0% |
| 3M | -16.1% | -44.2% | +28.1% | -2.6% |
| 6M | -15.7% | -66.8% | +51.1% | +10.1% |
| YTD | +45.7% | -50.6% | +96.4% | +61.9% |
| 1Y | +18.0% | -57.8% | +75.8% | +37.0% |
| All | +18.0% | -55.1% | +73.1% | +37.0% |
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 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