+497.8%
UUUU vs EXEL
+386.3%
+111.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.5% | -4.8% | -5.9% |
| 7D | -5.0% | -2.9% | -2.1% | -4.3% |
| 30D | -7.8% | +11.9% | -19.7% | -10.3% |
| 3M | -0.4% | +9.2% | -9.7% | -2.8% |
| 6M | -32.9% | +39.1% | -72.0% | -38.6% |
| YTD | -6.3% | +31.0% | -37.3% | -13.3% |
| 1Y | +7.9% | +52.3% | -44.4% | -5.0% |
| 3Y | +85.2% | +159.7% | -74.6% | +34.4% |
| 5Y | +97.0% | +187.7% | -90.8% | +37.8% |
| All | +497.8% | +386.3% | +111.5% | +296.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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