+189.3%
TECH vs UUUU
+370.7%
-181.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.2% |
| 7D | +0.1% | -1.1% | +1.2% | +0.1% |
| 30D | +0.5% | -21.0% | +21.5% | +2.5% |
| 3M | +1.1% | -54.8% | +55.9% | +8.3% |
| 6M | +62.8% | -67.3% | +130.2% | +78.6% |
| YTD | +24.5% | -54.7% | +79.1% | +29.3% |
| 1Y | +20.6% | -57.4% | +78.1% | +25.7% |
| 3Y | +29.5% | -19.6% | +49.1% | +18.7% |
| 5Y | -40.9% | -40.0% | -0.9% | -46.6% |
| All | +189.3% | +370.7% | -181.4% | +97.0% |
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 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