-46.7%
QS vs UUUU
+666.3%
-712.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +3.8% |
| 7D | -3.6% | -10.5% | +6.9% | +0.2% |
| 30D | -17.2% | -10.5% | -6.7% | -14.0% |
| 3M | -27.0% | -14.1% | -12.8% | -22.6% |
| 6M | -24.6% | -35.5% | +10.9% | -12.2% |
| YTD | -49.3% | -10.9% | -38.4% | -48.9% |
| 1Y | -40.3% | +3.4% | -43.7% | -45.0% |
| 3Y | -23.8% | +73.1% | -96.9% | -48.1% |
| 5Y | -75.0% | +87.1% | -162.1% | -83.8% |
| All | -46.7% | +666.3% | -712.9% | -59.0% |
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