+374.0%
RY vs UUUU
+495.2%
-121.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.1% |
| 7D | -2.9% | -5.0% | +2.1% | -2.5% |
| 30D | -2.0% | -7.8% | +5.7% | -1.5% |
| 3M | +4.9% | -0.4% | +5.3% | +4.4% |
| 6M | +26.1% | -32.9% | +59.0% | +28.9% |
| YTD | +22.4% | -6.3% | +28.6% | +20.4% |
| 1Y | +44.7% | +7.9% | +36.8% | +38.8% |
| 3Y | +155.7% | +85.2% | +70.5% | +125.4% |
| 5Y | +137.7% | +97.0% | +40.7% | +99.8% |
| All | +374.0% | +495.2% | -121.2% | +205.8% |
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