+260.3%
STT vs UUUU
+495.2%
-234.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.5% |
| 7D | -1.4% | -5.0% | +3.7% | -0.8% |
| 30D | +2.2% | -7.8% | +10.0% | +3.0% |
| 3M | +18.8% | -0.4% | +19.3% | +18.0% |
| 6M | +57.9% | -32.9% | +90.8% | +63.0% |
| YTD | +51.0% | -6.3% | +57.3% | +46.7% |
| 1Y | +77.1% | +7.9% | +69.2% | +65.5% |
| 3Y | +199.8% | +85.2% | +114.6% | +145.3% |
| 5Y | +156.0% | +97.0% | +59.0% | +96.6% |
| All | +260.3% | +495.2% | -234.9% | +94.3% |
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