+125.0%
SU vs UUUU
+74.5%
+50.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.8% | +0.1% |
| 7D | +2.2% | -10.5% | +12.7% | +2.7% |
| 30D | +8.4% | -10.5% | +18.9% | +8.8% |
| 3M | +12.1% | -14.1% | +26.2% | +12.6% |
| 6M | +19.7% | -35.5% | +55.1% | +21.3% |
| YTD | +58.4% | -10.9% | +69.3% | +56.2% |
| 1Y | +67.2% | +3.4% | +63.9% | +60.4% |
| 3Y | +125.0% | +73.1% | +51.9% | +97.0% |
| All | +125.0% | +74.5% | +50.5% | +97.0% |
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