+243.5%
SAN vs UUUU
-17.1%
+260.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | +4.0% | -1.1% | +5.1% | +4.1% |
| 30D | -7.8% | -21.0% | +13.2% | -6.3% |
| 3M | -16.4% | -54.8% | +38.4% | -11.6% |
| 6M | +3.5% | -67.3% | +70.9% | +11.0% |
| YTD | +6.7% | -54.7% | +61.4% | +11.4% |
| 1Y | +14.5% | -57.4% | +71.9% | +19.7% |
| 3Y | +243.5% | -19.6% | +263.2% | +238.4% |
| All | +243.5% | -17.1% | +260.6% | +238.4% |
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