+657.4%
UMAC vs UUUU
+93.3%
+564.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | +0.1% |
| 7D | -3.4% | -10.5% | +7.1% | +2.3% |
| 30D | -15.1% | -10.5% | -4.6% | -9.9% |
| 3M | -10.8% | -14.1% | +3.4% | -2.6% |
| 6M | +15.7% | -35.5% | +51.2% | +47.0% |
| YTD | +80.1% | -10.9% | +91.1% | +105.3% |
| 1Y | +116.7% | +3.4% | +113.4% | +128.5% |
| All | +657.4% | +93.3% | +564.1% | +444.7% |
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