-64.8%
Z vs UUUU
+126.1%
-190.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.2% |
| 7D | -3.0% | -1.4% | -1.6% | -2.8% |
| 30D | -4.2% | +16.3% | -20.5% | -6.4% |
| 3M | -3.7% | -16.7% | +13.0% | -2.1% |
| 6M | -24.5% | -33.7% | +9.1% | -21.5% |
| YTD | -49.3% | -0.5% | -48.8% | -51.4% |
| 1Y | -58.7% | +28.9% | -87.5% | -63.5% |
| 3Y | -34.1% | +99.9% | -134.0% | -50.5% |
| All | -64.8% | +126.1% | -190.9% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling