+740.1%
TEAM vs UUUU
+657.5%
+82.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -8.0% | -7.1% |
| 7D | -5.7% | +2.8% | -8.5% | -6.0% |
| 30D | +18.3% | +3.4% | +15.0% | +17.5% |
| 3M | +80.2% | -3.9% | +84.1% | +79.9% |
| 6M | +111.0% | -23.2% | +134.2% | +113.8% |
| YTD | +8.8% | +0.6% | +8.3% | +4.2% |
| 1Y | +2.2% | +22.9% | -20.7% | -7.1% |
| 3Y | -14.6% | +98.6% | -113.2% | -31.7% |
| 5Y | -53.8% | +130.2% | -184.0% | -64.5% |
| 10Y | +475.2% | +519.5% | -44.3% | +265.3% |
| All | +740.1% | +657.5% | +82.6% | +414.5% |
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