+32.0%
Q vs UUUU
-27.6%
+59.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +6.6% | +1.8% | +4.8% | +6.1% |
| 30D | -6.6% | +1.8% | -8.4% | -7.5% |
| 3M | -13.2% | +1.3% | -14.5% | -14.3% |
| 6M | +9.9% | -26.8% | +36.7% | +14.0% |
| YTD | +53.9% | +0.1% | +53.9% | +47.9% |
| All | +32.0% | -27.6% | +59.6% | +28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling