+73.7%
STT vs UUUU
+9.0%
+64.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | 0.0% |
| 7D | -1.4% | -5.0% | +3.7% | -1.1% |
| 30D | +2.2% | -7.8% | +10.0% | +2.5% |
| 3M | +18.8% | -0.4% | +19.3% | +18.3% |
| 6M | +57.9% | -32.9% | +90.8% | +59.8% |
| YTD | +51.0% | -6.3% | +57.3% | +48.9% |
| All | +73.7% | +9.0% | +64.8% | +71.8% |
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 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