+328.0%
SN vs UUUU
+96.1%
+231.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.3% |
| 7D | -3.4% | +1.8% | -5.2% | -3.6% |
| 30D | -9.1% | +1.8% | -10.9% | -9.3% |
| 3M | +31.8% | +1.3% | +30.5% | +31.1% |
| 6M | +52.0% | -26.8% | +78.8% | +54.6% |
| YTD | +51.3% | +0.1% | +51.2% | +49.0% |
| 1Y | +46.9% | +11.2% | +35.6% | +39.5% |
| All | +328.0% | +96.1% | +231.9% | +252.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling