+251.0%
SPOT vs UUUU
+741.0%
-490.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -6.5% | +1.8% | -8.3% | -6.8% |
| 30D | +2.2% | +1.8% | +0.4% | +1.6% |
| 3M | +5.4% | +1.3% | +4.1% | +4.1% |
| 6M | -4.0% | -26.8% | +22.8% | -1.3% |
| YTD | -9.9% | +0.1% | -10.0% | -14.5% |
| 1Y | -27.3% | +11.2% | -38.5% | -34.3% |
| 3Y | +236.4% | +97.7% | +138.7% | +152.6% |
| 5Y | +112.6% | +127.3% | -14.8% | +46.8% |
| All | +251.0% | +741.0% | -490.1% | +76.8% |
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