+3,341.8%
V vs UUUU
-91.2%
+3,433.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +0.9% | -1.1% | +2.0% | +0.9% |
| 30D | +9.0% | -21.0% | +30.0% | +10.3% |
| 3M | +16.7% | -54.8% | +71.5% | +21.7% |
| 6M | +33.4% | -67.3% | +100.8% | +41.0% |
| YTD | +22.4% | -54.7% | +77.0% | +25.4% |
| 1Y | +27.7% | -57.4% | +85.1% | +31.0% |
| 3Y | +78.0% | -19.6% | +97.6% | +70.5% |
| 5Y | +108.5% | -40.0% | +148.6% | +98.5% |
| 10Y | +459.0% | +364.1% | +95.0% | +343.6% |
| All | +3,341.8% | -91.2% | +3,433.0% | +2,880.4% |
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