-0.2%
SYY vs UUUU
+27.9%
-28.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | -2.3% | -1.4% | -0.9% | -2.3% |
| 30D | -4.9% | +16.3% | -21.3% | -5.1% |
| 3M | +8.4% | -16.7% | +25.1% | +8.8% |
| 6M | -7.4% | -33.7% | +26.3% | -7.1% |
| YTD | +11.0% | -0.5% | +11.5% | +12.2% |
| 1Y | -0.2% | +28.9% | -29.1% | +7.2% |
| All | -0.2% | +27.9% | -28.2% | +7.2% |
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