+35.5%
XLV vs UUUU
+79.1%
-43.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -3.6% | -10.5% | +7.0% | -3.2% |
| 30D | -1.8% | -10.5% | +8.7% | -1.5% |
| 3M | +7.8% | -14.1% | +21.9% | +8.2% |
| 6M | +9.1% | -35.5% | +44.6% | +10.4% |
| YTD | +7.7% | -10.9% | +18.7% | +6.7% |
| 1Y | +20.4% | +3.4% | +17.1% | +17.2% |
| 3Y | +30.8% | +73.1% | -42.4% | +20.5% |
| All | +35.5% | +79.1% | -43.6% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling