+66.9%
T vs UUUU
+495.2%
-428.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.3% | +7.9% | +1.8% |
| 7D | -2.4% | -5.0% | +2.6% | -2.3% |
| 30D | +4.3% | -7.8% | +12.1% | +4.5% |
| 3M | +11.6% | -0.4% | +12.0% | +11.3% |
| 6M | -5.6% | -32.9% | +27.3% | -4.6% |
| YTD | +6.6% | -6.3% | +12.8% | +5.3% |
| 1Y | -8.4% | +7.9% | -16.3% | -10.9% |
| 3Y | +107.8% | +85.2% | +22.7% | +92.0% |
| 5Y | +68.3% | +97.0% | -28.7% | +50.4% |
| All | +66.9% | +495.2% | -428.3% | +22.7% |
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