+135.9%
XLU vs UUUU
+465.5%
-329.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -1.6% | -10.5% | +8.9% | -1.1% |
| 30D | -3.3% | -10.5% | +7.2% | -2.9% |
| 3M | -3.2% | -14.1% | +11.0% | -2.7% |
| 6M | -7.0% | -35.5% | +28.5% | -5.6% |
| YTD | +0.6% | -10.9% | +11.6% | -0.3% |
| 1Y | +2.4% | +3.4% | -0.9% | -0.1% |
| 3Y | +46.3% | +73.1% | -26.9% | +35.5% |
| 5Y | +44.0% | +87.1% | -43.2% | +29.5% |
| All | +135.9% | +465.5% | -329.6% | +79.9% |
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