+788.5%
XLK vs UUUU
+465.5%
+323.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +2.0% |
| 7D | +0.2% | -10.5% | +10.7% | +1.6% |
| 30D | -0.6% | -10.5% | +9.9% | +0.6% |
| 3M | +2.6% | -14.1% | +16.7% | +4.1% |
| 6M | +34.0% | -35.5% | +69.4% | +39.7% |
| YTD | +30.7% | -10.9% | +41.6% | +29.0% |
| 1Y | +39.2% | +3.4% | +35.8% | +32.1% |
| 3Y | +120.4% | +73.1% | +47.3% | +85.6% |
| 5Y | +148.8% | +87.1% | +61.7% | +98.0% |
| All | +788.5% | +465.5% | +323.0% | +437.6% |
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