+771.2%
RY vs UUUU
-96.3%
+867.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.2% |
| 7D | -0.5% | +1.4% | -1.9% | -0.7% |
| 30D | +4.7% | -27.9% | +32.7% | +6.7% |
| 3M | -4.5% | -53.8% | +49.4% | -0.2% |
| 6M | +12.5% | -68.1% | +80.7% | +19.8% |
| YTD | +21.1% | -54.1% | +75.2% | +24.9% |
| 1Y | +38.6% | -57.8% | +96.4% | +43.3% |
| 3Y | +160.2% | -15.4% | +175.6% | +150.1% |
| 5Y | +124.7% | -39.2% | +163.9% | +115.1% |
| 10Y | +352.3% | +370.4% | -18.1% | +259.6% |
| All | +771.2% | -96.3% | +867.5% | +610.2% |
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