+47.5%
WY vs UUUU
-92.5%
+140.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.6% |
| 6M | -7.4% | -32.9% | +25.5% | -5.7% |
| YTD | -4.7% | -6.3% | +1.6% | -6.1% |
| 1Y | -9.2% | +7.9% | -17.1% | -12.7% |
| 3Y | -24.7% | +85.2% | -109.9% | -32.8% |
| 5Y | -21.6% | +97.0% | -118.5% | -32.3% |
| 10Y | +6.7% | +492.6% | -486.0% | -21.1% |
| All | +47.5% | -92.5% | +140.0% | +12.3% |
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