+248.8%
XLF vs UUUU
+465.5%
-216.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.1% |
| 7D | -1.5% | -10.5% | +9.0% | -0.5% |
| 30D | -1.2% | -10.5% | +9.3% | -0.3% |
| 3M | +9.2% | -14.1% | +23.3% | +10.1% |
| 6M | +16.3% | -35.5% | +51.8% | +19.4% |
| YTD | +5.4% | -10.9% | +16.4% | +3.6% |
| 1Y | +7.6% | +3.4% | +4.3% | +2.5% |
| 3Y | +74.2% | +73.1% | +1.1% | +50.7% |
| 5Y | +66.1% | +87.1% | -21.0% | +35.9% |
| All | +248.8% | +465.5% | -216.7% | +112.6% |
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 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