+99.4%
CB vs UUUU
+132.1%
-32.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | -0.5% | +1.8% | -2.3% | -0.6% |
| 30D | -3.1% | +1.8% | -4.9% | -3.1% |
| 3M | +4.2% | +1.3% | +2.9% | +4.1% |
| 6M | +4.7% | -26.8% | +31.5% | +5.2% |
| YTD | +8.8% | +0.1% | +8.8% | +7.7% |
| 1Y | +22.6% | +11.2% | +11.4% | +20.4% |
| 3Y | +70.6% | +97.7% | -27.1% | +61.1% |
| 5Y | +99.4% | +127.3% | -27.9% | +84.8% |
| All | +99.4% | +132.1% | -32.6% | +84.8% |
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