+48.3%
XLE vs UUUU
+27.9%
+20.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | +2.2% | -1.4% | +3.6% | +2.2% |
| 30D | +11.8% | +16.3% | -4.5% | +11.9% |
| 3M | +9.8% | -16.7% | +26.5% | +10.1% |
| 6M | +15.6% | -33.7% | +49.2% | +16.1% |
| YTD | +45.3% | -0.5% | +45.7% | +44.5% |
| 1Y | +48.3% | +28.9% | +19.5% | +49.6% |
| All | +48.3% | +27.9% | +20.4% | +49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling