+8.9%
CAT vs UUUU
-55.1%
+64.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -5.1% |
| 7D | -17.1% | -14.4% | -2.7% | -14.3% |
| 30D | -30.1% | -33.6% | +3.5% | -24.0% |
| 3M | -32.4% | -44.2% | +11.8% | -24.5% |
| 6M | -32.1% | -66.8% | +34.7% | -17.8% |
| YTD | +4.1% | -50.6% | +54.7% | +13.6% |
| 1Y | +8.9% | -57.8% | +66.7% | +20.5% |
| All | +8.9% | -55.1% | +64.0% | +20.5% |
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 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