+175.5%
CAH vs UUUU
+83.7%
+91.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.7% | -1.6% |
| 7D | -5.1% | -5.0% | 0.0% | -5.1% |
| 30D | -1.8% | -7.8% | +6.0% | -1.7% |
| 3M | +9.4% | -0.4% | +9.8% | +9.4% |
| 6M | +9.2% | -32.9% | +42.1% | +9.3% |
| YTD | +15.7% | -6.3% | +21.9% | +15.0% |
| 1Y | +59.7% | +7.9% | +51.8% | +58.6% |
| All | +175.5% | +83.7% | +91.8% | +168.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling