+99.2%
WMT vs UUUU
+83.7%
+15.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | -0.1% |
| 7D | -2.5% | -5.0% | +2.5% | -2.5% |
| 30D | -6.4% | -7.8% | +1.4% | -6.4% |
| 3M | -12.1% | -0.4% | -11.7% | -12.0% |
| 6M | -15.0% | -32.9% | +17.9% | -14.8% |
| YTD | -4.5% | -6.3% | +1.8% | -4.9% |
| 1Y | +6.2% | +7.9% | -1.7% | +5.6% |
| All | +99.2% | +83.7% | +15.5% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling