+3,772.3%
URI vs UUUU
-92.0%
+3,864.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -2.0% | -1.4% | -0.6% | -1.8% |
| 30D | -12.9% | +16.3% | -29.3% | -14.7% |
| 3M | -6.7% | -16.7% | +10.0% | -5.3% |
| 6M | +19.0% | -33.7% | +52.6% | +22.9% |
| YTD | +25.5% | -0.5% | +26.0% | +21.8% |
| 1Y | +5.5% | +28.9% | -23.3% | -2.5% |
| 3Y | +111.3% | +99.9% | +11.4% | +77.3% |
| 5Y | +198.6% | +135.3% | +63.3% | +136.2% |
| 10Y | +1,179.9% | +518.4% | +661.5% | +714.5% |
| All | +3,772.3% | -92.0% | +3,864.3% | +2,532.7% |
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 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