+338.5%
RF vs UUUU
+524.5%
-186.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.1% | +1.8% | -2.0% | -0.4% |
| 30D | -4.0% | +1.8% | -5.8% | -4.5% |
| 3M | +5.6% | +1.3% | +4.3% | +4.5% |
| 6M | +13.1% | -26.8% | +39.8% | +15.5% |
| YTD | +13.6% | +0.1% | +13.5% | +9.3% |
| 1Y | +16.0% | +11.2% | +4.7% | +7.8% |
| 3Y | +90.2% | +97.7% | -7.5% | +54.0% |
| 5Y | +87.0% | +127.3% | -40.4% | +39.3% |
| 10Y | +338.5% | +532.6% | -194.1% | +126.2% |
| All | +338.5% | +524.5% | -186.0% | +126.2% |
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 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