+75.7%
V vs UUUU
-16.0%
+91.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -1.2% |
| 7D | -0.4% | +1.4% | -1.7% | -0.4% |
| 30D | +6.3% | -27.9% | +34.3% | +6.6% |
| 3M | +17.2% | -53.8% | +71.0% | +17.9% |
| 6M | +29.2% | -68.1% | +97.4% | +30.9% |
| YTD | +20.8% | -54.1% | +74.8% | +20.4% |
| 1Y | +25.0% | -57.8% | +82.8% | +24.8% |
| All | +75.7% | -16.0% | +91.7% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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