-43.5%
CAG vs UUUU
+79.1%
-122.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.8% |
| 7D | -5.7% | -10.5% | +4.8% | -5.9% |
| 30D | -2.4% | -10.5% | +8.1% | -2.6% |
| 3M | +9.8% | -14.1% | +23.9% | +9.5% |
| 6M | -10.8% | -35.5% | +24.6% | -11.4% |
| YTD | -10.8% | -10.9% | +0.1% | -10.5% |
| 1Y | -19.0% | +3.4% | -22.3% | -18.1% |
| 3Y | -39.7% | +73.1% | -112.8% | -37.8% |
| All | -43.5% | +79.1% | -122.6% | -41.6% |
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