+71.4%
CB vs UUUU
-15.0%
+86.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.8% | +9.4% | +1.4% |
| 7D | +0.7% | -6.9% | +7.6% | +0.6% |
| 30D | +8.2% | -32.3% | +40.5% | +7.4% |
| 3M | +6.3% | -52.8% | +59.1% | +4.9% |
| 6M | +16.2% | -68.5% | +84.7% | +14.6% |
| YTD | +19.3% | -53.6% | +73.0% | +17.6% |
| 1Y | +29.2% | -59.1% | +88.3% | +27.4% |
| 3Y | +71.4% | -14.7% | +86.1% | +69.6% |
| All | +71.4% | -15.0% | +86.5% | +69.6% |
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