+203.9%
CAT vs UUUU
+99.2%
+104.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | +5.6% | +2.8% | +2.7% | +5.2% |
| 30D | -2.3% | +3.4% | -5.7% | -3.0% |
| 3M | -10.0% | -3.9% | -6.1% | -10.1% |
| 6M | +21.2% | -23.2% | +44.4% | +23.6% |
| YTD | +44.4% | +0.6% | +43.9% | +41.3% |
| 1Y | +96.3% | +22.9% | +73.4% | +84.7% |
| 3Y | +203.9% | +98.6% | +105.3% | +150.7% |
| All | +203.9% | +99.2% | +104.7% | +150.7% |
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 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