+775.1%
RY vs UUUU
-96.2%
+871.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.3% |
| 3M | -2.6% | -53.1% | +50.5% | +1.7% |
| 6M | +13.9% | -68.6% | +82.5% | +21.3% |
| YTD | +21.7% | -52.3% | +74.0% | +25.1% |
| 1Y | +40.4% | -55.8% | +96.2% | +44.8% |
| 3Y | +161.3% | -12.3% | +173.6% | +150.7% |
| 5Y | +126.5% | -36.9% | +163.4% | +116.3% |
| 10Y | +354.3% | +388.0% | -33.7% | +260.4% |
| All | +775.1% | -96.2% | +871.2% | +611.7% |
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 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