+3.4%
UUUU vs JAAA
+4.9%
-1.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -6.0% |
| 7D | -10.5% | +0.1% | -10.6% | -11.4% |
| 30D | -10.5% | +0.5% | -11.0% | -16.6% |
| 3M | -14.1% | +1.3% | -15.4% | -27.6% |
| 6M | -35.5% | +2.8% | -38.3% | -56.4% |
| YTD | -10.9% | +3.3% | -14.2% | -36.5% |
| 1Y | +3.4% | +4.9% | -1.6% | -32.1% |
| All | +3.4% | +4.9% | -1.6% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling