+299.2%
TEVA vs UUUU
+79.1%
+220.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.6% |
| 7D | +2.0% | -10.5% | +12.5% | +3.2% |
| 30D | +1.0% | -10.5% | +11.5% | +2.0% |
| 3M | +7.3% | -14.1% | +21.4% | +8.4% |
| 6M | +21.7% | -35.5% | +57.2% | +25.6% |
| YTD | +18.8% | -10.9% | +29.8% | +16.5% |
| 1Y | +86.5% | +3.4% | +83.1% | +74.4% |
| 3Y | +269.4% | +73.1% | +196.3% | +200.9% |
| All | +299.2% | +79.1% | +220.1% | +210.3% |
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