+46.2%
SLB vs UUUU
-55.1%
+101.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -4.1% | -14.4% | +10.3% | -2.8% |
| 30D | +2.5% | -33.6% | +36.2% | +5.9% |
| 3M | +2.0% | -44.2% | +46.2% | +6.5% |
| 6M | -6.3% | -66.8% | +60.4% | +1.8% |
| YTD | +36.5% | -50.6% | +87.2% | +39.9% |
| 1Y | +46.2% | -57.8% | +104.0% | +50.4% |
| All | +46.2% | -55.1% | +101.4% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling