-16.9%
Z vs UUUU
+391.5%
-408.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.3% |
| 7D | -13.1% | -3.5% | -9.6% | -12.6% |
| 30D | +5.9% | -28.3% | +34.1% | +10.4% |
| 3M | -13.7% | -53.1% | +39.4% | -4.9% |
| 6M | -27.1% | -68.6% | +41.4% | -16.0% |
| YTD | -56.8% | -52.3% | -4.5% | -54.3% |
| 1Y | -60.2% | -55.8% | -4.4% | -57.7% |
| 3Y | -19.7% | -12.3% | -7.4% | -29.0% |
| 5Y | -53.7% | -36.9% | -16.8% | -59.3% |
| 10Y | -16.9% | +388.0% | -404.9% | -50.0% |
| All | -16.9% | +391.5% | -408.4% | -50.0% |
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