+62.0%
SPG vs UUUU
+495.2%
-433.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.7% |
| 7D | -2.2% | -5.0% | +2.8% | -1.7% |
| 30D | -5.8% | -7.8% | +2.0% | -5.2% |
| 3M | -2.8% | -0.4% | -2.4% | -3.5% |
| 6M | +8.9% | -32.9% | +41.8% | +11.7% |
| YTD | +14.3% | -6.3% | +20.5% | +10.8% |
| 1Y | +19.5% | +7.9% | +11.6% | +11.3% |
| 3Y | +106.9% | +85.2% | +21.7% | +70.2% |
| 5Y | +108.7% | +97.0% | +11.8% | +61.1% |
| All | +62.0% | +495.2% | -433.2% | -8.3% |
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