+590.0%
XLV vs UUUU
-92.8%
+682.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -3.6% | -10.5% | +7.0% | -3.1% |
| 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% | +7.0% |
| 1Y | +20.4% | +3.4% | +17.1% | +18.0% |
| 3Y | +30.8% | +73.1% | -42.4% | +23.2% |
| 5Y | +34.6% | +87.1% | -52.5% | +24.1% |
| 10Y | +173.4% | +463.0% | -289.7% | +129.3% |
| All | +590.0% | -92.8% | +682.9% | +481.2% |
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