+46.3%
SM vs UUUU
+9.0%
+37.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +0.1% |
| 7D | +2.1% | -5.0% | +7.2% | +1.8% |
| 30D | +18.1% | -7.8% | +25.9% | +17.6% |
| 3M | +17.0% | -0.4% | +17.4% | +17.7% |
| 6M | +55.4% | -32.9% | +88.3% | +54.6% |
| YTD | +108.6% | -6.3% | +114.8% | +104.8% |
| All | +46.3% | +9.0% | +37.4% | +54.6% |
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