-25.3%
QS vs UUUU
+83.7%
-108.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.6% | +1.5% |
| 7D | -5.0% | -5.0% | +0.1% | -3.3% |
| 30D | -18.3% | -7.8% | -10.5% | -16.1% |
| 3M | -26.0% | -0.4% | -25.6% | -25.7% |
| 6M | -24.0% | -32.9% | +8.8% | -14.2% |
| YTD | -50.3% | -6.3% | -44.0% | -50.0% |
| 1Y | -38.0% | +7.9% | -45.9% | -41.4% |
| All | -25.3% | +83.7% | -108.9% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling