+13.8%
STZ vs UUUU
-56.4%
+70.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -0.9% |
| 7D | -0.9% | -3.5% | +2.5% | -1.0% |
| 30D | +14.9% | -28.3% | +43.2% | +14.8% |
| 3M | +8.4% | -53.1% | +61.5% | +8.6% |
| 6M | +2.8% | -68.6% | +71.4% | +3.4% |
| YTD | +7.5% | -52.3% | +59.9% | +9.0% |
| All | +13.8% | -56.4% | +70.2% | +15.1% |
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 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