-14.1%
STZ vs UUUU
+519.5%
-533.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.7% | -5.7% |
| 7D | -7.4% | +2.8% | -10.2% | -7.6% |
| 30D | -10.9% | +3.4% | -14.3% | -11.2% |
| 3M | -13.4% | -3.9% | -9.6% | -13.5% |
| 6M | -16.2% | -23.2% | +7.0% | -15.5% |
| YTD | -10.4% | +0.6% | -11.0% | -12.2% |
| 1Y | -14.8% | +22.9% | -37.6% | -18.7% |
| 3Y | -50.1% | +98.6% | -148.8% | -55.5% |
| 5Y | -38.8% | +130.2% | -169.0% | -47.9% |
| 10Y | -14.1% | +519.5% | -533.6% | -39.9% |
| All | -14.1% | +519.5% | -533.6% | -39.9% |
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