+39.2%
S vs UUUU
-55.1%
+94.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +1.7% |
| 7D | -8.2% | -14.4% | +6.2% | -7.7% |
| 30D | -7.6% | -33.6% | +26.0% | -6.5% |
| 3M | +12.0% | -44.2% | +56.1% | +13.7% |
| 6M | +50.6% | -66.8% | +117.4% | +53.6% |
| YTD | +56.6% | -50.6% | +107.2% | +49.4% |
| 1Y | +39.2% | -57.8% | +97.0% | +37.7% |
| All | +39.2% | -55.1% | +94.4% | +37.7% |
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