+166.9%
XLE vs UUUU
-40.6%
+207.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | +5.4% | -1.1% | +6.5% | +5.4% |
| 30D | -3.9% | -21.0% | +17.0% | -2.0% |
| 3M | +7.0% | -54.8% | +61.8% | +15.0% |
| 6M | +14.2% | -67.3% | +81.6% | +26.1% |
| YTD | +48.2% | -54.7% | +102.8% | +52.8% |
| 1Y | +47.7% | -57.4% | +105.1% | +52.7% |
| 3Y | +70.0% | -19.6% | +89.6% | +47.2% |
| All | +166.9% | -40.6% | +207.5% | +132.4% |
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 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