-52.4%
WU vs UUUU
+88.5%
-140.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.4% |
| 7D | -5.0% | -5.0% | +0.1% | -4.7% |
| 30D | -2.3% | -7.8% | +5.5% | -2.0% |
| 3M | -3.2% | -0.4% | -2.8% | -3.5% |
| 6M | -25.0% | -32.9% | +7.9% | -24.0% |
| YTD | -21.7% | -6.3% | -15.4% | -22.9% |
| 1Y | -9.0% | +7.9% | -16.9% | -12.0% |
| 3Y | -28.9% | +85.2% | -114.1% | -35.5% |
| All | -52.4% | +88.5% | -140.9% | -58.2% |
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