+31.1%
CAPR vs UUUU
+4.2%
+26.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.4% | -3.7% |
| 7D | -10.6% | -5.0% | -5.5% | -10.4% |
| 30D | +111.2% | -7.8% | +119.0% | +111.9% |
| 3M | -67.2% | -0.4% | -66.8% | -66.6% |
| 6M | -75.1% | -32.9% | -42.3% | -74.6% |
| YTD | -71.2% | -6.3% | -65.0% | -67.0% |
| 1Y | +31.1% | +7.9% | +23.2% | +76.8% |
| All | +31.1% | +4.2% | +26.9% | +76.8% |
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 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