+417.4%
WDC vs UUUU
+27.9%
+389.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.7% |
| 7D | +1.7% | -1.4% | +3.1% | +2.1% |
| 30D | -10.0% | +16.3% | -26.3% | -14.3% |
| 3M | -18.8% | -16.7% | -2.1% | -16.3% |
| 6M | +79.0% | -33.7% | +112.7% | +88.8% |
| YTD | +171.6% | -0.5% | +172.0% | +180.4% |
| 1Y | +417.4% | +28.9% | +388.5% | +406.3% |
| All | +417.4% | +27.9% | +389.4% | +406.3% |
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