+1,964.8%
XLK vs UUUU
-92.5%
+2,057.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | -1.0% |
| 7D | -0.4% | -5.0% | +4.6% | 0.0% |
| 30D | -0.5% | -7.8% | +7.3% | 0.0% |
| 3M | +5.0% | -0.4% | +5.4% | +4.8% |
| 6M | +32.9% | -32.9% | +65.7% | +35.7% |
| YTD | +29.0% | -6.3% | +35.2% | +27.8% |
| 1Y | +37.8% | +7.9% | +29.9% | +34.0% |
| 3Y | +118.7% | +85.2% | +33.5% | +99.9% |
| 5Y | +145.6% | +97.0% | +48.6% | +118.9% |
| 10Y | +791.5% | +492.6% | +298.9% | +605.3% |
| All | +1,964.8% | -92.5% | +2,057.3% | +1,552.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling