+704.3%
UUUU vs JAAA
+29.4%
+675.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.2% |
| 7D | -10.5% | +0.1% | -10.6% | -10.7% |
| 30D | -10.5% | +0.5% | -11.0% | -11.6% |
| 3M | -14.1% | +1.3% | -15.4% | -16.5% |
| 6M | -35.5% | +2.8% | -38.3% | -39.3% |
| YTD | -10.9% | +3.3% | -14.2% | -16.8% |
| 1Y | +3.4% | +4.9% | -1.6% | -6.2% |
| 3Y | +73.1% | +19.0% | +54.2% | +28.7% |
| 5Y | +87.1% | +26.9% | +60.2% | +25.4% |
| All | +704.3% | +29.4% | +675.0% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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