+106.2%
XLP vs UUUU
+524.5%
-418.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -2.9% | +1.8% | -4.7% | -3.0% |
| 30D | -2.2% | +1.8% | -4.1% | -2.4% |
| 3M | -0.6% | +1.3% | -1.8% | -0.8% |
| 6M | -2.2% | -26.8% | +24.6% | -1.6% |
| YTD | +8.3% | +0.1% | +8.2% | +6.9% |
| 1Y | +5.7% | +11.2% | -5.5% | +3.2% |
| 3Y | +25.7% | +97.7% | -72.0% | +16.8% |
| 5Y | +31.3% | +127.3% | -96.1% | +17.9% |
| 10Y | +106.2% | +532.6% | -426.5% | +57.8% |
| All | +106.2% | +524.5% | -418.3% | +57.8% |
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 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