+16.1%
CB vs UUUU
-68.9%
+85.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | 0.0% |
| 7D | 0.0% | +1.4% | -1.3% | +0.3% |
| 30D | +7.4% | -27.9% | +35.3% | +3.5% |
| 3M | +8.6% | -53.8% | +62.4% | -0.7% |
| 6M | +16.1% | -68.1% | +84.3% | +3.1% |
| All | +16.1% | -68.9% | +85.1% | +3.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling