+33.6%
SLB vs UUUU
-92.0%
+125.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | +0.8% | -1.4% | +2.2% | +1.0% |
| 30D | +15.8% | +16.3% | -0.5% | +13.7% |
| 3M | -0.3% | -16.7% | +16.3% | +0.8% |
| 6M | +21.3% | -33.7% | +55.0% | +24.8% |
| YTD | +52.3% | -0.5% | +52.8% | +48.4% |
| 1Y | +63.6% | +28.9% | +34.8% | +52.2% |
| 3Y | +3.8% | +99.9% | -96.1% | -11.6% |
| 5Y | +128.6% | +135.3% | -6.6% | +85.9% |
| 10Y | -3.1% | +518.4% | -521.4% | -34.1% |
| All | +33.6% | -92.0% | +125.6% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling