+254.4%
T vs UUUU
-91.9%
+346.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | -1.5% | +2.8% | -4.4% | -1.6% |
| 30D | +7.6% | +3.4% | +4.2% | +7.5% |
| 3M | +15.3% | -3.9% | +19.2% | +15.2% |
| 6M | -8.5% | -23.2% | +14.7% | -8.2% |
| YTD | +6.8% | +0.6% | +6.2% | +5.8% |
| 1Y | -7.2% | +22.9% | -30.1% | -9.1% |
| 3Y | +108.2% | +98.6% | +9.6% | +98.2% |
| 5Y | +66.1% | +130.2% | -64.2% | +55.0% |
| 10Y | +65.3% | +519.5% | -454.2% | +44.0% |
| All | +254.4% | -91.9% | +346.3% | +210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling