+132.0%
C vs UUUU
+132.1%
-0.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +2.6% | +1.8% | +0.8% | +2.4% |
| 30D | +1.9% | +1.8% | +0.1% | +1.5% |
| 3M | +2.8% | +1.3% | +1.5% | +2.0% |
| 6M | +30.6% | -26.8% | +57.3% | +33.3% |
| YTD | +19.9% | +0.1% | +19.8% | +16.2% |
| 1Y | +44.6% | +11.2% | +33.3% | +35.7% |
| 3Y | +272.1% | +97.7% | +174.4% | +207.4% |
| 5Y | +132.0% | +127.3% | +4.6% | +81.9% |
| All | +132.0% | +132.1% | -0.1% | +81.9% |
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