+31.9%
XEL vs UUUU
+88.5%
-56.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.9% |
| 7D | -1.2% | -5.0% | +3.8% | -1.1% |
| 30D | -2.9% | -7.8% | +4.9% | -2.8% |
| 3M | -2.7% | -0.4% | -2.3% | -2.8% |
| 6M | -6.5% | -32.9% | +26.4% | -6.0% |
| YTD | +3.6% | -6.3% | +9.9% | +3.2% |
| 1Y | +7.5% | +7.9% | -0.4% | +6.3% |
| 3Y | +46.3% | +85.2% | -38.9% | +41.4% |
| All | +31.9% | +88.5% | -56.7% | +25.3% |
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 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