+120.4%
XLK vs UUUU
+74.5%
+45.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +1.9% |
| 7D | +0.2% | -10.5% | +10.7% | +1.5% |
| 30D | -0.6% | -10.5% | +9.9% | +0.5% |
| 3M | +2.6% | -14.1% | +16.7% | +3.9% |
| 6M | +34.0% | -35.5% | +69.4% | +38.6% |
| YTD | +30.7% | -10.9% | +41.6% | +29.5% |
| 1Y | +39.2% | +3.4% | +35.8% | +32.7% |
| 3Y | +120.4% | +73.1% | +47.3% | +81.4% |
| All | +120.4% | +74.5% | +45.9% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling