+104.2%
CB vs UUUU
-37.4%
+141.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.8% | +9.4% | +1.7% |
| 7D | +0.7% | -6.9% | +7.6% | +0.8% |
| 30D | +8.2% | -32.3% | +40.5% | +8.7% |
| 3M | +6.3% | -52.8% | +59.1% | +7.4% |
| 6M | +16.2% | -68.5% | +84.7% | +18.4% |
| YTD | +19.3% | -53.6% | +73.0% | +19.3% |
| 1Y | +29.2% | -59.1% | +88.3% | +29.6% |
| 3Y | +71.4% | -14.7% | +86.1% | +63.7% |
| 5Y | +104.2% | -35.4% | +139.7% | +97.6% |
| All | +104.2% | -37.4% | +141.6% | +97.6% |
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 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