+497.8%
UUUU vs RVTY
+139.0%
+358.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.0% | -5.2% |
| 7D | -5.0% | -7.4% | +2.4% | -1.4% |
| 30D | -7.8% | +4.5% | -12.3% | -9.8% |
| 3M | -0.4% | +19.5% | -19.9% | -9.7% |
| 6M | -32.9% | +34.1% | -67.0% | -42.8% |
| YTD | -6.3% | +25.3% | -31.5% | -18.3% |
| 1Y | +7.9% | +47.0% | -39.1% | -14.7% |
| 3Y | +85.2% | +14.1% | +71.1% | +55.0% |
| 5Y | +97.0% | -34.6% | +131.5% | +132.3% |
| All | +497.8% | +139.0% | +358.8% | +287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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