+63.7%
SE vs UUUU
-17.1%
+80.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.5% | +1.3% |
| 7D | -0.5% | -1.1% | +0.6% | -0.4% |
| 30D | -20.9% | -21.0% | +0.1% | -18.2% |
| 3M | -38.9% | -54.8% | +15.9% | -31.6% |
| 6M | -19.4% | -67.3% | +47.9% | -6.3% |
| YTD | -40.9% | -54.7% | +13.8% | -35.6% |
| 1Y | -46.2% | -57.4% | +11.2% | -41.0% |
| 3Y | +63.7% | -19.6% | +83.4% | +43.4% |
| All | +63.7% | -17.1% | +80.8% | +43.4% |
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