+907.6%
WMT vs UUUU
-92.5%
+1,000.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.1% |
| 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% | -14.4% |
| YTD | -4.5% | -6.3% | +1.8% | -5.1% |
| 1Y | +6.2% | +7.9% | -1.7% | +4.8% |
| 3Y | +99.9% | +85.2% | +14.7% | +92.0% |
| 5Y | +131.4% | +97.0% | +34.5% | +119.2% |
| 10Y | +433.2% | +492.6% | -59.4% | +376.3% |
| All | +907.6% | -92.5% | +1,000.1% | +808.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling