+4.7%
WY vs UUUU
+465.5%
-460.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.9% |
| 7D | -4.2% | -10.5% | +6.3% | -3.0% |
| 30D | -10.1% | -10.5% | +0.4% | -9.2% |
| 3M | -8.5% | -14.1% | +5.6% | -7.6% |
| 6M | -3.3% | -35.5% | +32.1% | -0.2% |
| YTD | -4.4% | -10.9% | +6.5% | -6.4% |
| 1Y | -11.5% | +3.4% | -14.8% | -16.8% |
| 3Y | -24.3% | +73.1% | -97.4% | -37.3% |
| 5Y | -21.3% | +87.1% | -108.5% | -39.3% |
| All | +4.7% | +465.5% | -460.8% | -42.8% |
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