-99.2%
CAPR vs UUUU
-96.3%
-2.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -3.6% | -5.1% | -8.5% |
| 7D | +19.1% | +1.4% | +17.7% | +19.1% |
| 30D | +48.8% | -27.9% | +76.8% | +52.3% |
| 3M | +144.4% | -53.8% | +198.2% | +157.9% |
| 6M | -67.5% | -68.1% | +0.6% | -65.2% |
| YTD | -64.5% | -54.1% | -10.5% | -63.2% |
| 1Y | +74.4% | -57.8% | +132.2% | +80.9% |
| 3Y | +265.7% | -15.4% | +281.2% | +249.4% |
| 5Y | +196.0% | -39.2% | +235.2% | +184.0% |
| 10Y | -62.4% | +370.4% | -432.8% | -68.9% |
| All | -99.2% | -96.3% | -2.9% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling