-68.6%
CAPR vs UUUU
-68.4%
-0.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.6% | -6.6% |
| 7D | +5.9% | -1.1% | +6.9% | +6.8% |
| 30D | +44.6% | -21.0% | +65.6% | +49.5% |
| 3M | +126.4% | -54.8% | +181.2% | +147.5% |
| 6M | -68.6% | -67.3% | -1.2% | -58.7% |
| All | -68.6% | -68.4% | -0.2% | -58.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling