+142.8%
XYL vs UUUU
+465.5%
-322.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.9% |
| 7D | +1.2% | -10.5% | +11.7% | +2.2% |
| 30D | -11.9% | -10.5% | -1.4% | -11.1% |
| 3M | -1.5% | -14.1% | +12.6% | -0.7% |
| 6M | -11.9% | -35.5% | +23.6% | -9.3% |
| YTD | -20.6% | -10.9% | -9.6% | -21.9% |
| 1Y | -23.5% | +3.4% | -26.9% | -27.2% |
| 3Y | +14.9% | +73.1% | -58.3% | -1.0% |
| 5Y | -15.3% | +87.1% | -102.4% | -30.7% |
| All | +142.8% | +465.5% | -322.7% | +53.7% |
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