+629.9%
CAH vs UUUU
-92.0%
+721.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -2.2% | +1.8% | -4.1% | -2.3% |
| 30D | +1.2% | +1.8% | -0.6% | +1.0% |
| 3M | +13.1% | +1.3% | +11.8% | +12.7% |
| 6M | +8.5% | -26.8% | +35.2% | +9.3% |
| YTD | +17.6% | +0.1% | +17.5% | +15.7% |
| 1Y | +60.7% | +11.2% | +49.4% | +55.9% |
| 3Y | +183.2% | +97.7% | +85.5% | +160.1% |
| 5Y | +402.2% | +127.3% | +274.8% | +347.0% |
| 10Y | +302.3% | +532.6% | -230.3% | +219.1% |
| All | +629.9% | -92.0% | +721.8% | +475.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling