+15.6%
U vs UUUU
+74.5%
-58.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.0% | +9.5% | +5.4% |
| 7D | +5.5% | -10.5% | +16.0% | +7.5% |
| 30D | -1.3% | -10.5% | +9.2% | +0.3% |
| 3M | +64.6% | -14.1% | +78.7% | +67.7% |
| 6M | +119.4% | -35.5% | +154.8% | +130.7% |
| YTD | -0.5% | -10.9% | +10.5% | -2.1% |
| 1Y | +1.3% | +3.4% | -2.1% | -6.4% |
| 3Y | +15.6% | +73.1% | -57.5% | -12.3% |
| All | +15.6% | +74.5% | -58.9% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling