+105.8%
V vs UUUU
-39.3%
+145.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -1.0% |
| 7D | -0.4% | +1.4% | -1.7% | -0.5% |
| 30D | +6.3% | -27.9% | +34.3% | +8.1% |
| 3M | +17.2% | -53.8% | +71.0% | +22.0% |
| 6M | +29.2% | -68.1% | +97.4% | +37.3% |
| YTD | +20.8% | -54.1% | +74.8% | +22.7% |
| 1Y | +25.0% | -57.8% | +82.8% | +27.5% |
| 3Y | +75.3% | -15.4% | +90.7% | +60.7% |
| 5Y | +105.8% | -39.2% | +145.1% | +86.8% |
| All | +105.8% | -39.3% | +145.1% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling