+147.8%
SW vs UUUU
+518.4%
-370.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +1.2% |
| 7D | -5.1% | -1.4% | -3.7% | -5.0% |
| 30D | -4.6% | +16.3% | -20.9% | -5.3% |
| 3M | +9.4% | -16.7% | +26.1% | +10.0% |
| 6M | +3.5% | -33.7% | +37.2% | +4.8% |
| YTD | +22.0% | -0.5% | +22.5% | +20.9% |
| 1Y | +2.2% | +28.9% | -26.6% | -0.5% |
| 3Y | +19.6% | +99.9% | -80.3% | +12.3% |
| 5Y | -2.3% | +135.3% | -137.6% | -9.8% |
| All | +147.8% | +518.4% | -370.6% | +106.0% |
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 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