+213.9%
CAT vs UUUU
-40.6%
+254.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | +7.4% | -1.1% | +8.5% | +7.6% |
| 30D | -19.7% | -21.0% | +1.3% | -16.6% |
| 3M | -29.6% | -54.8% | +25.2% | -20.7% |
| 6M | -33.2% | -67.3% | +34.1% | -21.7% |
| YTD | +5.7% | -54.7% | +60.3% | +15.8% |
| 1Y | +9.3% | -57.4% | +66.8% | +20.4% |
| 3Y | +158.3% | -19.6% | +178.0% | +140.3% |
| All | +213.9% | -40.6% | +254.6% | +181.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling