+182.3%
SW vs UUUU
+391.5%
-209.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.6% | -0.9% |
| 7D | -2.6% | -3.5% | +0.9% | -2.5% |
| 30D | +7.2% | -28.3% | +35.5% | +8.7% |
| 3M | -10.5% | -53.1% | +42.7% | -7.5% |
| 6M | +9.9% | -68.6% | +78.4% | +15.2% |
| YTD | +17.2% | -52.3% | +69.6% | +20.0% |
| 1Y | +26.5% | -55.8% | +82.3% | +29.7% |
| 3Y | +47.7% | -12.3% | +59.9% | +43.7% |
| 5Y | +0.2% | -36.9% | +37.1% | -3.3% |
| 10Y | +182.3% | +388.0% | -205.7% | +131.6% |
| All | +182.3% | +391.5% | -209.2% | +131.6% |
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