+43.4%
XLK vs UUUU
+27.9%
+15.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | +0.9% | -1.4% | +2.2% | +1.0% |
| 30D | +0.7% | +16.3% | -15.6% | -1.3% |
| 3M | -2.9% | -16.7% | +13.8% | -2.0% |
| 6M | +34.3% | -33.7% | +67.9% | +36.6% |
| YTD | +30.4% | -0.5% | +30.9% | +29.6% |
| 1Y | +43.4% | +28.9% | +14.5% | +41.8% |
| All | +43.4% | +27.9% | +15.4% | +41.8% |
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