+12.3%
XLI vs UUUU
-55.1%
+67.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +0.6% | -14.4% | +15.0% | +1.9% |
| 30D | -0.4% | -33.6% | +33.3% | +3.1% |
| 3M | -8.8% | -44.2% | +35.3% | -4.5% |
| 6M | -0.4% | -66.8% | +66.4% | +8.2% |
| YTD | +10.1% | -50.6% | +60.7% | +13.4% |
| 1Y | +12.3% | -57.8% | +70.1% | +16.9% |
| All | +12.3% | -55.1% | +67.4% | +16.9% |
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