+319.5%
SN vs UUUU
+138.0%
+181.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.1% |
| 7D | -9.3% | -1.4% | -8.0% | -9.2% |
| 30D | -4.8% | +16.3% | -21.1% | -6.3% |
| 3M | +40.4% | -16.7% | +57.1% | +42.1% |
| 6M | +50.9% | -33.7% | +84.6% | +54.7% |
| YTD | +54.9% | -0.5% | +55.4% | +52.5% |
| 1Y | +43.0% | +28.9% | +14.2% | +33.1% |
| 3Y | +391.8% | +99.9% | +292.0% | +286.4% |
| All | +319.5% | +138.0% | +181.5% | +221.4% |
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