-73.1%
SMR vs UUUU
+27.9%
-101.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.1% |
| 7D | +4.4% | -1.4% | +5.8% | +5.4% |
| 30D | +3.4% | +16.3% | -12.9% | -7.4% |
| 3M | -19.2% | -16.7% | -2.5% | -8.5% |
| 6M | -22.6% | -33.7% | +11.0% | +1.6% |
| YTD | -31.5% | -0.5% | -31.1% | -29.8% |
| 1Y | -73.1% | +28.9% | -101.9% | -76.8% |
| All | -73.1% | +27.9% | -101.0% | -76.8% |
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