+11.4%
WBD vs UUUU
+465.5%
-454.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +0.1% |
| 7D | -0.7% | -10.5% | +9.8% | +0.7% |
| 30D | +1.4% | -10.5% | +11.9% | +2.7% |
| 3M | +4.4% | -14.1% | +18.5% | +5.7% |
| 6M | +0.8% | -35.5% | +36.3% | +4.8% |
| YTD | -2.7% | -10.9% | +8.2% | -5.5% |
| 1Y | +73.4% | +3.4% | +70.1% | +59.8% |
| 3Y | +142.1% | +73.1% | +69.0% | +92.3% |
| 5Y | +7.2% | +87.1% | -79.9% | -19.4% |
| All | +11.4% | +465.5% | -454.1% | -39.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling