+287.5%
CAH vs UUUU
+465.5%
-178.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.2% |
| 7D | -5.1% | -10.5% | +5.4% | -4.3% |
| 30D | +0.2% | -10.5% | +10.7% | +0.9% |
| 3M | +6.3% | -14.1% | +20.4% | +7.0% |
| 6M | +9.4% | -35.5% | +44.9% | +11.6% |
| YTD | +15.0% | -10.9% | +25.9% | +12.9% |
| 1Y | +55.4% | +3.4% | +52.1% | +48.7% |
| 3Y | +173.8% | +73.1% | +100.7% | +140.4% |
| 5Y | +395.2% | +87.1% | +308.1% | +311.6% |
| All | +287.5% | +465.5% | -178.0% | +129.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling