+335.4%
SAN vs UUUU
+495.2%
-159.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.4% |
| 7D | -2.8% | -5.0% | +2.2% | -2.2% |
| 30D | -0.5% | -7.8% | +7.2% | +0.2% |
| 3M | +22.7% | -0.4% | +23.2% | +22.1% |
| 6M | +28.8% | -32.9% | +61.7% | +33.2% |
| YTD | +26.3% | -6.3% | +32.5% | +23.5% |
| 1Y | +48.8% | +7.9% | +40.9% | +40.3% |
| 3Y | +347.2% | +85.2% | +262.0% | +273.2% |
| 5Y | +383.8% | +97.0% | +286.8% | +279.3% |
| All | +335.4% | +495.2% | -159.7% | +135.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling