+14.9%
XYL vs UUUU
+74.5%
-59.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.6% |
| 7D | +1.2% | -10.5% | +11.7% | +1.8% |
| 30D | -11.9% | -10.5% | -1.4% | -11.5% |
| 3M | -1.5% | -14.1% | +12.6% | -0.9% |
| 6M | -11.9% | -35.5% | +23.6% | -10.3% |
| YTD | -20.6% | -10.9% | -9.6% | -21.3% |
| 1Y | -23.5% | +3.4% | -26.9% | -25.8% |
| 3Y | +14.9% | +73.1% | -58.3% | +2.4% |
| All | +14.9% | +74.5% | -59.7% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling