+147.8%
XEL vs UUUU
+465.5%
-317.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.3% |
| 7D | -0.3% | -10.5% | +10.2% | 0.0% |
| 30D | -3.9% | -10.5% | +6.6% | -3.7% |
| 3M | -2.8% | -14.1% | +11.3% | -2.5% |
| 6M | -5.4% | -35.5% | +30.1% | -4.6% |
| YTD | +3.8% | -10.9% | +14.7% | +3.2% |
| 1Y | +6.8% | +3.4% | +3.5% | +5.3% |
| 3Y | +45.6% | +73.1% | -27.5% | +39.1% |
| 5Y | +30.7% | +87.1% | -56.4% | +22.1% |
| All | +147.8% | +465.5% | -317.7% | +101.0% |
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