+520.8%
TECH vs UUUU
-92.0%
+612.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | +0.7% | +16.3% | -15.6% | -0.2% |
| 3M | +36.3% | -16.7% | +53.0% | +37.2% |
| 6M | +25.6% | -33.7% | +59.2% | +27.2% |
| YTD | +23.7% | -0.5% | +24.2% | +22.0% |
| 1Y | +37.6% | +28.9% | +8.8% | +32.8% |
| 3Y | -6.6% | +99.9% | -106.4% | -13.7% |
| 5Y | -42.2% | +135.3% | -177.5% | -47.8% |
| 10Y | +187.6% | +518.4% | -330.8% | +140.2% |
| All | +520.8% | -92.0% | +612.8% | +434.5% |
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