+219.2%
CB vs UUUU
+495.2%
-276.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.6% |
| 7D | -2.8% | -5.0% | +2.3% | -2.5% |
| 30D | -2.4% | -7.8% | +5.4% | -2.2% |
| 3M | +2.8% | -0.4% | +3.2% | +2.4% |
| 6M | +4.8% | -32.9% | +37.7% | +6.0% |
| YTD | +9.2% | -6.3% | +15.4% | +7.6% |
| 1Y | +22.8% | +7.9% | +14.9% | +19.0% |
| 3Y | +71.1% | +85.2% | -14.0% | +56.3% |
| 5Y | +101.0% | +97.0% | +4.0% | +76.3% |
| All | +219.2% | +495.2% | -276.0% | +130.9% |
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