+28.4%
XLY vs UUUU
+79.1%
-50.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.5% |
| 7D | -1.7% | -10.5% | +8.8% | -0.5% |
| 30D | -4.2% | -10.5% | +6.3% | -3.2% |
| 3M | -2.7% | -14.1% | +11.4% | -1.5% |
| 6M | -0.6% | -35.5% | +34.8% | +2.9% |
| YTD | -5.0% | -10.9% | +5.9% | -7.1% |
| 1Y | -4.1% | +3.4% | -7.4% | -10.5% |
| 3Y | +33.6% | +73.1% | -39.5% | +8.1% |
| All | +28.4% | +79.1% | -50.7% | -3.0% |
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