+24.3%
W vs UUUU
-55.1%
+79.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.2% |
| 7D | +8.4% | -14.4% | +22.8% | +11.9% |
| 30D | +16.5% | -33.6% | +50.2% | +26.6% |
| 3M | +6.4% | -44.2% | +50.6% | +19.5% |
| 6M | +90.5% | -66.8% | +157.3% | +129.3% |
| YTD | +23.1% | -50.6% | +73.7% | +38.8% |
| 1Y | +24.3% | -57.8% | +82.1% | +41.6% |
| All | +24.3% | -55.1% | +79.4% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling