+67.2%
CAH vs UUUU
+27.9%
+39.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | +5.4% | -1.4% | +6.7% | +5.4% |
| 30D | +3.3% | +16.3% | -13.0% | +3.6% |
| 3M | +22.8% | -16.7% | +39.5% | +22.8% |
| 6M | +11.3% | -33.7% | +44.9% | +11.1% |
| YTD | +21.1% | -0.5% | +21.6% | +20.1% |
| 1Y | +67.2% | +28.9% | +38.4% | +71.2% |
| All | +67.2% | +27.9% | +39.3% | +71.2% |
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