+230.4%
SU vs UUUU
-92.5%
+322.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.6% |
| 7D | +1.7% | -5.0% | +6.7% | +2.2% |
| 30D | +9.6% | -7.8% | +17.4% | +10.3% |
| 3M | +11.7% | -0.4% | +12.2% | +10.8% |
| 6M | +21.9% | -32.9% | +54.8% | +25.0% |
| YTD | +58.6% | -6.3% | +64.9% | +54.3% |
| 1Y | +66.5% | +7.9% | +58.6% | +56.3% |
| 3Y | +121.4% | +85.2% | +36.2% | +86.0% |
| 5Y | +355.7% | +97.0% | +258.8% | +265.5% |
| 10Y | +264.2% | +492.6% | -228.4% | +132.6% |
| All | +230.4% | -92.5% | +322.9% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling