+2,926.4%
V vs UUUU
-80.7%
+3,007.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -1.7% | -1.4% | -0.3% | -1.6% |
| 30D | +2.0% | +16.3% | -14.4% | +0.9% |
| 3M | +17.4% | -16.7% | +34.1% | +18.1% |
| 6M | +17.5% | -33.7% | +51.2% | +19.2% |
| YTD | +7.6% | -0.5% | +8.1% | +5.7% |
| 1Y | +7.7% | +28.9% | -21.1% | +3.2% |
| 3Y | +54.7% | +99.9% | -45.2% | +40.7% |
| 5Y | +73.0% | +135.3% | -62.2% | +52.0% |
| 10Y | +390.9% | +518.4% | -127.5% | +280.9% |
| All | +2,926.4% | -80.7% | +3,007.1% | +2,412.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling