+10.0%
S vs UUUU
+96.1%
-86.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | -1.2% | +1.8% | -3.0% | -1.3% |
| 30D | -12.6% | +1.8% | -14.4% | -12.7% |
| 3M | +27.6% | +1.3% | +26.3% | +27.1% |
| 6M | +35.5% | -26.8% | +62.2% | +36.9% |
| YTD | +29.6% | +0.1% | +29.5% | +25.1% |
| 1Y | +8.1% | +11.2% | -3.1% | +0.7% |
| All | +10.0% | +96.1% | -86.1% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling