+16.5%
SPG vs UUUU
+3.5%
+13.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | -0.1% |
| 7D | -1.2% | -10.5% | +9.4% | -1.4% |
| 30D | -6.1% | -10.5% | +4.4% | -6.4% |
| 3M | -3.6% | -14.1% | +10.5% | -3.7% |
| 6M | +10.4% | -35.5% | +45.9% | +9.9% |
| YTD | +14.4% | -10.9% | +25.3% | +14.4% |
| 1Y | +16.5% | +3.4% | +13.2% | +14.0% |
| All | +16.5% | +3.5% | +13.0% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling