-10.6%
RMD vs UUUU
-32.7%
+22.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.2% | -0.3% |
| 7D | -4.2% | -5.0% | +0.8% | -4.3% |
| 30D | -2.1% | -7.8% | +5.7% | -2.3% |
| 3M | +13.8% | -0.4% | +14.2% | +14.2% |
| 6M | -10.6% | -32.9% | +22.3% | -10.1% |
| All | -10.6% | -32.7% | +22.1% | -10.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling