+37.6%
TECH vs UUUU
+27.9%
+9.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | 0.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | +0.7% | +16.3% | -15.6% | +0.6% |
| 3M | +36.3% | -16.7% | +53.0% | +36.5% |
| 6M | +25.6% | -33.7% | +59.2% | +25.8% |
| YTD | +23.7% | -0.5% | +24.2% | +22.5% |
| 1Y | +37.6% | +28.9% | +8.8% | +36.5% |
| All | +37.6% | +27.9% | +9.7% | +36.5% |
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 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