+44.0%
XLP vs UUUU
-2.8%
+46.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.8% | -8.9% | +1.0% |
| 7D | +0.1% | -1.1% | +1.1% | +0.1% |
| 30D | +8.9% | -26.6% | +35.5% | +8.6% |
| 3M | +7.5% | -48.3% | +55.8% | +6.8% |
| 6M | +9.4% | -65.8% | +75.2% | +8.8% |
| YTD | +19.3% | -49.7% | +69.0% | +18.6% |
| 1Y | +21.7% | -53.3% | +75.0% | +21.1% |
| 3Y | +44.0% | -7.4% | +51.3% | +43.1% |
| All | +44.0% | -2.8% | +46.8% | +43.1% |
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