+1,851.9%
TER vs UUUU
+465.5%
+1,386.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +3.6% |
| 7D | +6.4% | -10.5% | +16.9% | +8.7% |
| 30D | -5.7% | -10.5% | +4.8% | -3.8% |
| 3M | -0.4% | -14.1% | +13.7% | +2.5% |
| 6M | +25.8% | -35.5% | +61.3% | +36.6% |
| YTD | +96.4% | -10.9% | +107.3% | +99.7% |
| 1Y | +229.2% | +3.4% | +225.9% | +217.7% |
| 3Y | +288.1% | +73.1% | +215.0% | +218.5% |
| 5Y | +219.9% | +87.1% | +132.8% | +144.9% |
| All | +1,851.9% | +465.5% | +1,386.4% | +990.5% |
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 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