+73.1%
UUUU vs RVTY
+17.0%
+56.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.8% | -7.8% | -5.5% |
| 7D | -10.5% | -4.5% | -6.0% | -9.7% |
| 30D | -10.5% | +5.5% | -16.0% | -11.5% |
| 3M | -14.1% | +22.5% | -36.7% | -18.0% |
| 6M | -35.5% | +38.9% | -74.4% | -40.1% |
| YTD | -10.9% | +28.7% | -39.7% | -16.8% |
| 1Y | +3.4% | +45.5% | -42.1% | -5.9% |
| 3Y | +73.1% | +16.4% | +56.8% | +81.5% |
| All | +73.1% | +17.0% | +56.1% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling