-37.6%
RUN vs UUUU
+74.5%
-112.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | +0.4% |
| 7D | -3.7% | -10.5% | +6.8% | -1.1% |
| 30D | -13.0% | -10.5% | -2.5% | -10.7% |
| 3M | -31.8% | -14.1% | -17.7% | -29.5% |
| 6M | -32.2% | -35.5% | +3.3% | -26.3% |
| YTD | -53.5% | -10.9% | -42.5% | -53.3% |
| 1Y | -46.5% | +3.4% | -49.9% | -49.5% |
| 3Y | -37.6% | +73.1% | -110.7% | -54.6% |
| All | -37.6% | +74.5% | -112.1% | -54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling