-21.2%
WY vs UUUU
+88.5%
-109.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.7% | -2.2% |
| 7D | -3.7% | -5.0% | +1.3% | -3.3% |
| 30D | -11.3% | -7.8% | -3.5% | -10.9% |
| 3M | -8.1% | -0.4% | -7.7% | -8.5% |
| 6M | -7.4% | -32.9% | +25.5% | -5.5% |
| YTD | -4.7% | -6.3% | +1.6% | -6.5% |
| 1Y | -9.2% | +7.9% | -17.1% | -13.9% |
| 3Y | -24.7% | +85.2% | -109.9% | -36.1% |
| All | -21.2% | +88.5% | -109.7% | -36.2% |
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