+810.4%
CB vs UUUU
-92.0%
+902.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -1.9% |
| 7D | +0.5% | -1.4% | +1.9% | +0.5% |
| 30D | -3.1% | +16.3% | -19.4% | -3.8% |
| 3M | +9.0% | -16.7% | +25.6% | +9.4% |
| 6M | +2.9% | -33.7% | +36.5% | +3.9% |
| YTD | +10.1% | -0.5% | +10.6% | +8.7% |
| 1Y | +22.8% | +28.9% | -6.1% | +19.0% |
| 3Y | +73.8% | +99.9% | -26.1% | +62.1% |
| 5Y | +99.2% | +135.3% | -36.1% | +80.4% |
| 10Y | +218.2% | +518.4% | -300.2% | +161.4% |
| All | +810.4% | -92.0% | +902.4% | +632.6% |
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 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