+211.9%
TER vs UUUU
+111.0%
+100.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.3% | +2.8% | -1.9% |
| 7D | +9.4% | -5.0% | +14.4% | +10.8% |
| 30D | -2.4% | -7.8% | +5.3% | -0.8% |
| 3M | +6.5% | -0.4% | +7.0% | +6.5% |
| 6M | +23.2% | -32.9% | +56.1% | +34.5% |
| YTD | +91.5% | -6.3% | +97.7% | +93.1% |
| 1Y | +214.8% | +7.9% | +206.9% | +197.5% |
| 3Y | +275.3% | +85.2% | +190.2% | +186.1% |
| 5Y | +211.9% | +97.0% | +114.9% | +117.2% |
| All | +211.9% | +111.0% | +100.9% | +117.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling