+184.3%
SE vs UUUU
+96.1%
+88.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -3.6% | +1.8% | -5.5% | -3.9% |
| 30D | -5.3% | +1.8% | -7.1% | -5.6% |
| 3M | +28.1% | +1.3% | +26.8% | +27.2% |
| 6M | +20.7% | -26.8% | +47.4% | +24.3% |
| YTD | -14.8% | +0.1% | -14.9% | -17.2% |
| 1Y | -43.6% | +11.2% | -54.8% | -47.3% |
| All | +184.3% | +96.1% | +88.2% | +121.9% |
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