+8.8%
UUUU vs RVTY
+46.5%
-37.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.0% | -5.8% |
| 7D | -5.0% | -7.4% | +2.4% | -3.5% |
| 30D | -7.8% | +4.5% | -12.3% | -8.6% |
| 3M | -0.4% | +19.5% | -19.9% | -4.6% |
| 6M | -32.9% | +34.1% | -67.0% | -37.9% |
| YTD | -6.3% | +25.3% | -31.5% | -15.0% |
| All | +8.8% | +46.5% | -37.8% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling