-14.6%
XYL vs UUUU
+88.5%
-103.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.4% |
| 7D | -1.2% | -5.0% | +3.8% | -0.8% |
| 30D | -13.2% | -7.8% | -5.4% | -12.6% |
| 3M | -0.2% | -0.4% | +0.3% | -0.6% |
| 6M | -12.5% | -32.9% | +20.4% | -10.2% |
| YTD | -20.9% | -6.3% | -14.6% | -22.6% |
| 1Y | -21.6% | +7.9% | -29.5% | -25.9% |
| 3Y | +16.1% | +85.2% | -69.0% | -2.4% |
| All | -14.6% | +88.5% | -103.1% | -31.6% |
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