+7.0%
S vs UUUU
+3.5%
+3.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.2% |
| 7D | -0.7% | -10.5% | +9.9% | -0.5% |
| 30D | -11.4% | -10.5% | -0.9% | -11.3% |
| 3M | +33.8% | -14.1% | +47.9% | +34.1% |
| 6M | +39.5% | -35.5% | +75.0% | +39.3% |
| YTD | +31.7% | -10.9% | +42.6% | +28.9% |
| 1Y | +7.0% | +3.4% | +3.6% | -0.1% |
| All | +7.0% | +3.5% | +3.5% | -0.1% |
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