+177.8%
XLE vs UUUU
+465.5%
-287.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +1.0% |
| 7D | +1.7% | -10.5% | +12.2% | +3.1% |
| 30D | +6.7% | -10.5% | +17.2% | +7.9% |
| 3M | +14.9% | -14.1% | +29.0% | +16.1% |
| 6M | +15.9% | -35.5% | +51.4% | +19.7% |
| YTD | +47.7% | -10.9% | +58.6% | +43.3% |
| 1Y | +50.7% | +3.4% | +47.4% | +39.4% |
| 3Y | +57.9% | +73.1% | -15.2% | +26.6% |
| 5Y | +227.0% | +87.1% | +139.9% | +143.6% |
| All | +177.8% | +465.5% | -287.7% | +45.7% |
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