+9.5%
S vs UUUU
+27.9%
-18.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.4% |
| 7D | -7.7% | -1.4% | -6.3% | -7.7% |
| 30D | -5.3% | +16.3% | -21.7% | -5.4% |
| 3M | +20.3% | -16.7% | +37.0% | +20.3% |
| 6M | +47.4% | -33.7% | +81.0% | +46.9% |
| YTD | +32.5% | -0.5% | +33.0% | +29.9% |
| 1Y | +9.5% | +28.9% | -19.3% | +4.1% |
| All | +9.5% | +27.9% | -18.4% | +4.1% |
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