+28.9%
UUUU vs VSXY
+224.6%
-195.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.4% |
| 7D | -1.4% | -14.0% | +12.6% | +1.2% |
| 30D | +16.3% | -15.9% | +32.2% | +19.7% |
| 3M | -16.7% | +3.4% | -20.1% | -17.5% |
| 6M | -33.7% | +25.9% | -59.6% | -39.1% |
| YTD | -0.5% | +39.5% | -40.0% | -7.1% |
| 1Y | +28.9% | +194.4% | -165.5% | +28.4% |
| All | +28.9% | +224.6% | -195.7% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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