-19.0%
CAG vs UUUU
+3.5%
-22.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.9% |
| 7D | -5.7% | -10.5% | +4.8% | -6.0% |
| 30D | -2.4% | -10.5% | +8.1% | -2.7% |
| 3M | +9.8% | -14.1% | +23.9% | +9.4% |
| 6M | -10.8% | -35.5% | +24.6% | -11.7% |
| YTD | -10.8% | -10.9% | +0.1% | -10.0% |
| 1Y | -19.0% | +3.4% | -22.3% | -12.2% |
| All | -19.0% | +3.5% | -22.5% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling