+195.6%
STT vs UUUU
+96.1%
+99.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +1.0% | +1.8% | -0.8% | +0.9% |
| 30D | +2.8% | +1.8% | +1.0% | +2.6% |
| 3M | +18.1% | +1.3% | +16.9% | +17.6% |
| 6M | +59.2% | -26.8% | +86.0% | +60.8% |
| YTD | +51.5% | +0.1% | +51.4% | +48.7% |
| 1Y | +75.7% | +11.2% | +64.4% | +69.6% |
| All | +195.6% | +96.1% | +99.5% | +161.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling