+904.5%
CB vs UUUU
-96.4%
+1,000.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.1% |
| 7D | +2.9% | -1.1% | +4.0% | +2.9% |
| 30D | +7.3% | -21.0% | +28.3% | +8.2% |
| 3M | +9.4% | -54.8% | +64.2% | +12.6% |
| 6M | +19.6% | -67.3% | +87.0% | +24.3% |
| YTD | +21.5% | -54.7% | +76.2% | +23.5% |
| 1Y | +28.0% | -57.4% | +85.4% | +30.2% |
| 3Y | +74.9% | -19.6% | +94.5% | +69.1% |
| 5Y | +108.1% | -40.0% | +148.2% | +100.0% |
| 10Y | +251.8% | +364.1% | -112.3% | +192.7% |
| All | +904.5% | -96.4% | +1,000.8% | +732.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling