-54.7%
Z vs UUUU
-39.8%
-14.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -1.7% |
| 7D | -4.9% | +1.4% | -6.3% | -5.1% |
| 30D | +3.0% | -27.9% | +30.9% | +8.0% |
| 3M | -13.4% | -53.8% | +40.4% | -3.0% |
| 6M | -27.3% | -68.1% | +40.8% | -14.5% |
| YTD | -57.8% | -54.1% | -3.7% | -55.0% |
| 1Y | -60.0% | -57.8% | -2.2% | -57.0% |
| 3Y | -21.5% | -15.4% | -6.1% | -35.5% |
| All | -54.7% | -39.8% | -14.9% | -67.4% |
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