+183.7%
TECH vs UUUU
+465.5%
-281.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.0% | +0.5% |
| 7D | -0.4% | -10.5% | +10.1% | +0.6% |
| 30D | 0.0% | -10.5% | +10.5% | +0.8% |
| 3M | +33.7% | -14.1% | +47.8% | +34.8% |
| 6M | +34.9% | -35.5% | +70.4% | +38.4% |
| YTD | +23.2% | -10.9% | +34.1% | +20.7% |
| 1Y | +36.3% | +3.4% | +33.0% | +29.0% |
| 3Y | +2.3% | +73.1% | -70.9% | -12.5% |
| 5Y | -42.9% | +87.1% | -130.0% | -53.4% |
| All | +183.7% | +465.5% | -281.8% | +85.9% |
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