-5.8%
Z vs UUUU
+519.5%
-525.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.0% | -7.5% | -6.6% |
| 7D | -3.3% | +2.8% | -6.1% | -3.6% |
| 30D | -3.7% | +3.4% | -7.1% | -4.3% |
| 3M | -7.0% | -3.9% | -3.1% | -7.3% |
| 6M | -29.5% | -23.2% | -6.3% | -28.2% |
| YTD | -52.6% | +0.6% | -53.1% | -54.4% |
| 1Y | -64.0% | +22.9% | -86.9% | -67.4% |
| 3Y | -36.4% | +98.6% | -135.1% | -49.6% |
| 5Y | -65.8% | +130.2% | -196.0% | -74.7% |
| 10Y | -5.8% | +519.5% | -525.3% | -45.9% |
| All | -5.8% | +519.5% | -525.3% | -45.9% |
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