+40.4%
RY vs UUUU
-56.8%
+97.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.3% | +0.4% |
| 7D | -3.0% | -3.5% | +0.5% | -2.8% |
| 30D | +6.3% | -28.3% | +34.5% | +8.5% |
| 3M | -2.6% | -53.1% | +50.5% | +2.0% |
| 6M | +13.9% | -68.6% | +82.5% | +22.0% |
| YTD | +21.7% | -52.3% | +74.0% | +25.9% |
| 1Y | +40.4% | -55.8% | +96.2% | +45.7% |
| All | +40.4% | -56.8% | +97.3% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling