+28.9%
RCL vs UUUU
-58.2%
+87.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | -1.2% | -1.1% | -0.1% | -1.2% |
| 30D | +17.8% | -21.0% | +38.8% | +20.1% |
| 3M | +4.9% | -54.8% | +59.7% | +11.3% |
| 6M | +23.7% | -67.3% | +91.1% | +32.9% |
| YTD | +17.8% | -54.7% | +72.5% | +22.5% |
| 1Y | +28.9% | -57.4% | +86.4% | +34.2% |
| All | +28.9% | -58.2% | +87.2% | +34.2% |
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