+447.8%
SN vs UUUU
+8.4%
+439.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.2% | +3.0% |
| 7D | +1.5% | -1.1% | +2.6% | +1.6% |
| 30D | +21.5% | -21.0% | +42.5% | +23.9% |
| 3M | +20.0% | -54.8% | +74.8% | +28.6% |
| 6M | +119.9% | -67.3% | +187.3% | +141.6% |
| YTD | +102.3% | -54.7% | +157.0% | +113.5% |
| 1Y | +148.0% | -57.4% | +205.4% | +162.3% |
| 3Y | +450.0% | -19.6% | +469.6% | +377.1% |
| All | +447.8% | +8.4% | +439.4% | +349.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling