+47.2%
CAPR vs UUUU
-55.1%
+102.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.1% | +8.3% |
| 7D | +43.2% | -14.4% | +57.6% | +45.0% |
| 30D | +14.7% | -33.6% | +48.3% | +18.0% |
| 3M | +113.9% | -44.2% | +158.1% | +125.1% |
| 6M | -73.4% | -66.8% | -6.6% | -70.9% |
| YTD | -69.1% | -50.6% | -18.5% | -56.9% |
| 1Y | +47.2% | -57.8% | +105.0% | +109.6% |
| All | +47.2% | -55.1% | +102.3% | +109.6% |
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 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