+414.4%
SPYG vs UUUU
+465.5%
-51.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.4% |
| 7D | -0.9% | -10.5% | +9.6% | +0.3% |
| 30D | -1.5% | -10.5% | +9.0% | -0.5% |
| 3M | +3.7% | -14.1% | +17.9% | +5.0% |
| 6M | +16.4% | -35.5% | +51.9% | +20.5% |
| YTD | +13.3% | -10.9% | +24.3% | +11.7% |
| 1Y | +17.9% | +3.4% | +14.5% | +12.2% |
| 3Y | +98.3% | +73.1% | +25.2% | +69.7% |
| 5Y | +86.4% | +87.1% | -0.7% | +51.7% |
| All | +414.4% | +465.5% | -51.1% | +226.6% |
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