-58.0%
Z vs UUUU
-55.4%
-2.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.8% | -6.0% | +3.2% |
| 7D | -5.2% | -1.1% | -4.1% | -5.2% |
| 30D | +5.7% | -26.6% | +32.3% | +7.2% |
| 3M | -8.7% | -48.3% | +39.6% | -5.9% |
| 6M | -26.0% | -65.8% | +39.8% | -21.8% |
| YTD | -55.0% | -49.7% | -5.3% | -53.2% |
| All | -58.0% | -55.4% | -2.6% | -56.2% |
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