+208.9%
XHB vs UUUU
+465.5%
-256.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.1% |
| 7D | -4.6% | -10.5% | +5.9% | -3.5% |
| 30D | -9.1% | -10.5% | +1.4% | -8.2% |
| 3M | -8.6% | -14.1% | +5.6% | -7.5% |
| 6M | -4.0% | -35.5% | +31.4% | -0.7% |
| YTD | -3.9% | -10.9% | +7.0% | -5.4% |
| 1Y | -16.5% | +3.4% | -19.8% | -20.8% |
| 3Y | +22.6% | +73.1% | -50.6% | +4.2% |
| 5Y | +33.9% | +87.1% | -53.2% | +7.5% |
| All | +208.9% | +465.5% | -256.6% | +85.4% |
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