+4.5%
Z vs UUUU
+75.1%
-70.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -7.8% | +2.3% | -4.5% |
| 7D | -6.5% | -6.9% | +0.5% | -5.5% |
| 30D | -0.1% | -32.3% | +32.2% | +4.9% |
| 3M | -14.1% | -52.8% | +38.7% | -5.8% |
| 6M | -30.1% | -68.5% | +38.4% | -19.9% |
| YTD | -57.5% | -53.6% | -3.9% | -55.0% |
| 1Y | -60.3% | -59.1% | -1.2% | -57.4% |
| 3Y | -21.0% | -14.7% | -6.4% | -29.3% |
| 5Y | -54.9% | -35.4% | -19.5% | -60.0% |
| 10Y | -16.0% | +378.0% | -394.0% | -48.1% |
| All | +4.5% | +75.1% | -70.6% | -31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling