+604.5%
XYZ vs UUUU
+524.5%
+80.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -3.7% | +1.8% | -5.5% | -4.1% |
| 30D | +0.5% | +1.8% | -1.3% | -0.1% |
| 3M | +16.3% | +1.3% | +15.0% | +14.7% |
| 6M | +21.1% | -26.8% | +47.9% | +26.3% |
| YTD | +22.0% | +0.1% | +21.9% | +13.9% |
| 1Y | +5.2% | +11.2% | -6.1% | -8.6% |
| 3Y | +49.6% | +97.7% | -48.1% | +1.8% |
| 5Y | -68.4% | +127.3% | -195.8% | -79.8% |
| 10Y | +604.5% | +532.6% | +71.9% | +222.4% |
| All | +604.5% | +524.5% | +80.1% | +222.4% |
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 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