+26.7%
Q vs UUUU
-28.0%
+54.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +0.2% | -1.4% | +1.6% | +0.6% |
| 30D | -11.1% | +16.3% | -27.4% | -15.2% |
| 3M | -22.1% | -16.7% | -5.4% | -19.6% |
| 6M | +0.5% | -33.7% | +34.1% | +6.0% |
| YTD | +47.8% | -0.5% | +48.3% | +42.2% |
| All | +26.7% | -28.0% | +54.7% | +23.4% |
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