+432.7%
SN vs UUUU
+9.9%
+422.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -2.7% |
| 7D | +1.4% | +1.4% | 0.0% | +1.2% |
| 30D | +16.6% | -27.9% | +44.5% | +19.9% |
| 3M | +18.3% | -53.8% | +72.1% | +26.5% |
| 6M | +103.1% | -68.1% | +171.2% | +123.6% |
| YTD | +96.7% | -54.1% | +150.8% | +107.4% |
| 1Y | +134.3% | -57.8% | +192.1% | +148.0% |
| 3Y | +425.2% | -15.4% | +440.7% | +356.1% |
| All | +432.7% | +9.9% | +422.8% | +336.9% |
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