+4,219.7%
URI vs UUUU
-96.4%
+4,316.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -1.1% |
| 7D | +6.7% | -1.1% | +7.8% | +6.9% |
| 30D | +8.9% | -21.0% | +29.8% | +11.9% |
| 3M | +0.5% | -54.8% | +55.3% | +10.2% |
| 6M | +20.7% | -67.3% | +88.0% | +36.4% |
| YTD | +40.0% | -54.7% | +94.7% | +49.0% |
| 1Y | +34.4% | -57.4% | +91.8% | +43.5% |
| 3Y | +149.5% | -19.6% | +169.1% | +133.8% |
| 5Y | +205.6% | -40.0% | +245.6% | +185.7% |
| 10Y | +1,183.1% | +364.1% | +819.0% | +758.8% |
| All | +4,219.7% | -96.4% | +4,316.1% | +3,121.0% |
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