+562.3%
SE vs UUUU
+887.7%
-325.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | +0.4% |
| 7D | -4.8% | -5.0% | +0.2% | -3.7% |
| 30D | -18.1% | -7.8% | -10.3% | -16.9% |
| 3M | +30.6% | -0.4% | +31.1% | +29.5% |
| 6M | +20.8% | -32.9% | +53.7% | +28.6% |
| YTD | -15.6% | -6.3% | -9.3% | -18.8% |
| 1Y | -44.2% | +7.9% | -52.1% | -49.9% |
| 3Y | +181.5% | +85.2% | +96.4% | +103.8% |
| 5Y | -66.9% | +97.0% | -163.9% | -77.3% |
| All | +562.3% | +887.7% | -325.4% | +224.3% |
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