+253.9%
XLI vs UUUU
+465.5%
-211.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.5% |
| 7D | -1.7% | -10.5% | +8.8% | -0.6% |
| 30D | -7.3% | -10.5% | +3.2% | -6.4% |
| 3M | -1.3% | -14.1% | +12.8% | -0.4% |
| 6M | +2.2% | -35.5% | +37.7% | +5.3% |
| YTD | +11.7% | -10.9% | +22.6% | +10.2% |
| 1Y | +14.3% | +3.4% | +10.9% | +9.3% |
| 3Y | +70.3% | +73.1% | -2.8% | +48.4% |
| 5Y | +82.3% | +87.1% | -4.8% | +50.6% |
| All | +253.9% | +465.5% | -211.6% | +125.7% |
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