+260.6%
CAPR vs UUUU
-16.0%
+276.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -3.6% | -5.1% | -8.4% |
| 7D | +19.1% | +1.4% | +17.7% | +19.2% |
| 30D | +48.8% | -27.9% | +76.8% | +52.9% |
| 3M | +144.4% | -53.8% | +198.2% | +159.5% |
| 6M | -67.5% | -68.1% | +0.6% | -64.7% |
| YTD | -64.5% | -54.1% | -10.5% | -62.0% |
| 1Y | +74.4% | -57.8% | +132.2% | +87.7% |
| All | +260.6% | -16.0% | +276.5% | +216.3% |
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