+132.8%
WMT vs UUUU
+88.5%
+44.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | 0.0% |
| 7D | -2.5% | -5.0% | +2.5% | -2.4% |
| 30D | -6.4% | -7.8% | +1.4% | -6.3% |
| 3M | -12.1% | -0.4% | -11.7% | -12.2% |
| 6M | -15.0% | -32.9% | +17.9% | -14.5% |
| YTD | -4.5% | -6.3% | +1.8% | -5.3% |
| 1Y | +6.2% | +7.9% | -1.7% | +4.5% |
| 3Y | +99.9% | +85.2% | +14.7% | +88.6% |
| All | +132.8% | +88.5% | +44.3% | +116.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling