-12.7%
REPL vs UUUU
+470.3%
-483.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -6.3% | -2.1% | -7.2% |
| 7D | -13.4% | -5.0% | -8.4% | -12.5% |
| 30D | -3.0% | -7.8% | +4.8% | -1.8% |
| 3M | +56.3% | -0.4% | +56.8% | +55.4% |
| 6M | +60.9% | -32.9% | +93.8% | +67.2% |
| YTD | +36.2% | -6.3% | +42.5% | +29.2% |
| 1Y | +121.0% | +7.9% | +113.1% | +101.9% |
| 3Y | -32.8% | +85.2% | -118.0% | -49.3% |
| 5Y | -58.7% | +97.0% | -155.6% | -71.3% |
| All | -12.7% | +470.3% | -483.0% | -59.3% |
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