+2,317.4%
TER vs UUUU
-91.9%
+2,409.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +4.1% |
| 7D | +11.0% | +2.8% | +8.1% | +10.6% |
| 30D | -1.9% | +3.4% | -5.3% | -2.4% |
| 3M | -0.7% | -3.9% | +3.2% | -0.2% |
| 6M | +36.4% | -23.2% | +59.5% | +40.6% |
| YTD | +92.4% | +0.6% | +91.9% | +91.9% |
| 1Y | +213.5% | +22.9% | +190.7% | +201.4% |
| 3Y | +277.2% | +98.6% | +178.6% | +232.2% |
| 5Y | +219.1% | +130.2% | +88.9% | +169.1% |
| 10Y | +1,744.2% | +519.5% | +1,224.8% | +1,204.2% |
| All | +2,317.4% | -91.9% | +2,409.4% | +1,525.4% |
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