-19.4%
Z vs UUUU
-16.0%
-3.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -2.0% |
| 7D | -4.9% | +1.4% | -6.3% | -5.0% |
| 30D | +3.0% | -27.9% | +30.9% | +5.4% |
| 3M | -13.4% | -53.8% | +40.4% | -8.5% |
| 6M | -27.3% | -68.1% | +40.8% | -21.2% |
| YTD | -57.8% | -54.1% | -3.7% | -56.2% |
| 1Y | -60.0% | -57.8% | -2.2% | -58.3% |
| All | -19.4% | -16.0% | -3.4% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling