-16.1%
Z vs UUUU
+404.5%
-420.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.6% |
| 7D | -4.6% | -13.6% | +9.1% | -2.6% |
| 30D | +8.3% | -35.1% | +43.4% | +14.5% |
| 3M | -11.6% | -48.4% | +36.8% | -4.0% |
| 6M | -33.6% | -71.7% | +38.0% | -22.5% |
| YTD | -56.7% | -54.2% | -2.5% | -54.0% |
| 1Y | -59.1% | -56.0% | -3.2% | -56.6% |
| 3Y | -20.4% | -13.1% | -7.3% | -29.6% |
| 5Y | -55.3% | -35.2% | -20.0% | -60.8% |
| All | -16.1% | +404.5% | -420.6% | -48.3% |
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