+7.2%
XYZ vs UUUU
+4.2%
+3.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.1% |
| 7D | -5.2% | -5.0% | -0.1% | -4.8% |
| 30D | 0.0% | -7.8% | +7.8% | +0.6% |
| 3M | +18.7% | -0.4% | +19.1% | +18.5% |
| 6M | +20.5% | -32.9% | +53.4% | +22.1% |
| YTD | +21.5% | -6.3% | +27.7% | +20.5% |
| 1Y | +7.2% | +7.9% | -0.7% | -2.1% |
| All | +7.2% | +4.2% | +3.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling