-91.9%
UUUU vs BWA
+404.7%
-496.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +2.1% |
| 7D | +2.8% | +4.3% | -1.5% | +0.4% |
| 30D | +3.4% | -2.9% | +6.3% | +5.1% |
| 3M | -3.9% | -12.4% | +8.5% | +3.6% |
| 6M | -23.2% | +28.6% | -51.7% | -32.6% |
| YTD | +0.6% | +48.2% | -47.7% | -20.1% |
| 1Y | +22.9% | +50.9% | -28.1% | -4.0% |
| 3Y | +98.6% | +72.2% | +26.5% | +38.8% |
| 5Y | +130.2% | +91.1% | +39.2% | +50.9% |
| 10Y | +519.5% | +144.0% | +375.5% | +230.9% |
| All | -91.9% | +404.7% | -496.6% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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