+1,009.1%
RMD vs UUUU
-91.9%
+1,101.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.3% |
| 7D | -4.5% | +2.8% | -7.3% | -4.6% |
| 30D | +4.6% | +3.4% | +1.2% | +4.4% |
| 3M | +14.8% | -3.9% | +18.7% | +14.6% |
| 6M | -12.1% | -23.2% | +11.1% | -11.6% |
| YTD | -7.5% | +0.6% | -8.0% | -9.0% |
| 1Y | -20.1% | +22.9% | -42.9% | -22.9% |
| 3Y | +53.9% | +98.6% | -44.8% | +41.4% |
| 5Y | -22.2% | +130.2% | -152.4% | -30.6% |
| 10Y | +268.2% | +519.5% | -251.3% | +193.8% |
| All | +1,009.1% | -91.9% | +1,101.0% | +814.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling