+227.7%
XLE vs UUUU
+132.1%
+95.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +0.3% | +1.8% | -1.5% | +0.1% |
| 30D | +8.5% | +1.8% | +6.7% | +8.1% |
| 3M | +14.6% | +1.3% | +13.4% | +13.6% |
| 6M | +17.6% | -26.8% | +44.3% | +19.3% |
| YTD | +48.1% | +0.1% | +48.0% | +42.1% |
| 1Y | +53.8% | +11.2% | +42.6% | +41.7% |
| 3Y | +56.2% | +97.7% | -41.5% | +23.5% |
| 5Y | +227.7% | +127.3% | +100.4% | +144.4% |
| All | +227.7% | +132.1% | +95.7% | +144.4% |
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