-40.4%
WU vs UUUU
+465.5%
-505.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.9% |
| 7D | -3.5% | -10.5% | +7.0% | -2.8% |
| 30D | -2.9% | -10.5% | +7.6% | -2.4% |
| 3M | -2.3% | -14.1% | +11.9% | -1.7% |
| 6M | -25.4% | -35.5% | +10.1% | -23.9% |
| YTD | -21.2% | -10.9% | -10.3% | -22.2% |
| 1Y | -8.9% | +3.4% | -12.2% | -11.8% |
| 3Y | -29.0% | +73.1% | -102.1% | -35.7% |
| 5Y | -50.7% | +87.1% | -137.9% | -57.2% |
| All | -40.4% | +465.5% | -505.9% | -57.8% |
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