+82.2%
UUUU vs SPY
+75.5%
+6.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.4% |
| 7D | -5.0% | -2.0% | -3.0% | -2.0% |
| 30D | -7.8% | -1.7% | -6.1% | -5.1% |
| 3M | -0.4% | +4.7% | -5.2% | -5.9% |
| 6M | -32.9% | +12.5% | -45.4% | -41.5% |
| YTD | -6.3% | +11.7% | -18.0% | -17.3% |
| 1Y | +7.9% | +17.5% | -9.6% | -10.0% |
| All | +82.2% | +75.5% | +6.7% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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