+98.3%
STM vs UUUU
-58.2%
+156.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.0% |
| 7D | +12.0% | -1.1% | +13.1% | +12.2% |
| 30D | -0.4% | -21.0% | +20.6% | +7.5% |
| 3M | -13.2% | -54.8% | +41.6% | +10.0% |
| 6M | -26.1% | -67.3% | +41.3% | -1.3% |
| YTD | +81.2% | -54.7% | +135.9% | +124.8% |
| 1Y | +98.3% | -57.4% | +155.7% | +147.3% |
| All | +98.3% | -58.2% | +156.5% | +147.3% |
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 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