+1,123.7%
CAT vs UUUU
+495.2%
+628.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.4% |
| 7D | +0.6% | -5.0% | +5.6% | +1.3% |
| 30D | -4.5% | -7.8% | +3.2% | -3.7% |
| 3M | -5.8% | -0.4% | -5.4% | -6.2% |
| 6M | +12.7% | -32.9% | +45.6% | +17.3% |
| YTD | +41.4% | -6.3% | +47.6% | +39.1% |
| 1Y | +92.1% | +7.9% | +84.1% | +82.3% |
| 3Y | +197.5% | +85.2% | +112.3% | +150.1% |
| 5Y | +327.9% | +97.0% | +231.0% | +238.8% |
| All | +1,123.7% | +495.2% | +628.5% | +622.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling