+33.1%
CAPR vs UUUU
+96.1%
-63.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.6% |
| 7D | -12.6% | +1.8% | -14.5% | -12.8% |
| 30D | +124.4% | +1.8% | +122.6% | +124.6% |
| 3M | -66.8% | +1.3% | -68.0% | -66.9% |
| 6M | -71.8% | -26.8% | -45.0% | -71.1% |
| YTD | -70.1% | +0.1% | -70.1% | -70.1% |
| 1Y | +33.3% | +11.2% | +22.1% | +27.8% |
| All | +33.1% | +96.1% | -63.0% | +2.5% |
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