+442.6%
XYL vs UUUU
+3.9%
+438.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +0.8% | +1.8% | -1.0% | +0.7% |
| 30D | -10.8% | +1.8% | -12.7% | -11.1% |
| 3M | -2.5% | +1.3% | -3.8% | -3.1% |
| 6M | -12.2% | -26.8% | +14.6% | -10.8% |
| YTD | -20.1% | +0.1% | -20.1% | -21.9% |
| 1Y | -20.6% | +11.2% | -31.9% | -24.3% |
| 3Y | +17.3% | +97.7% | -80.4% | +2.3% |
| 5Y | -14.5% | +127.3% | -141.8% | -28.9% |
| 10Y | +150.2% | +532.6% | -382.4% | +73.0% |
| All | +442.6% | +3.9% | +438.7% | +292.4% |
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 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