+69.5%
T vs UUUU
+79.1%
-9.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.1% |
| 7D | +1.5% | -10.5% | +12.0% | +1.7% |
| 30D | +7.5% | -10.5% | +18.0% | +7.6% |
| 3M | +14.8% | -14.1% | +28.9% | +15.0% |
| 6M | -1.7% | -35.5% | +33.7% | -1.1% |
| YTD | +8.7% | -10.9% | +19.6% | +7.8% |
| 1Y | -7.5% | +3.4% | -10.8% | -9.4% |
| 3Y | +110.2% | +73.1% | +37.1% | +98.1% |
| All | +69.5% | +79.1% | -9.6% | +56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling