+11.8%
STZ vs UUUU
+391.5%
-379.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.1% |
| 7D | -0.9% | -3.5% | +2.5% | -0.8% |
| 30D | +14.9% | -28.3% | +43.2% | +17.1% |
| 3M | +8.4% | -53.1% | +61.5% | +13.3% |
| 6M | +2.8% | -68.6% | +71.4% | +9.8% |
| YTD | +7.5% | -52.3% | +59.9% | +10.2% |
| 1Y | +12.5% | -55.8% | +68.4% | +15.5% |
| 3Y | -35.4% | -12.3% | -23.1% | -39.5% |
| 5Y | -29.3% | -36.9% | +7.6% | -34.4% |
| 10Y | +11.8% | +388.0% | -376.2% | -19.1% |
| All | +11.8% | +391.5% | -379.7% | -19.1% |
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 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