+487.0%
CF vs UUUU
+458.0%
+28.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.8% | -9.9% | -1.3% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | +6.9% | -26.6% | +33.5% | +10.6% |
| 3M | +4.8% | -48.3% | +53.2% | +12.7% |
| 6M | +4.7% | -65.8% | +70.5% | +17.3% |
| YTD | +56.5% | -49.7% | +106.2% | +61.3% |
| 1Y | +48.4% | -53.3% | +101.7% | +53.7% |
| 3Y | +59.1% | -7.4% | +66.5% | +37.3% |
| 5Y | +109.5% | -33.4% | +142.9% | +79.3% |
| 10Y | +487.0% | +441.5% | +45.5% | +203.5% |
| All | +487.0% | +458.0% | +28.9% | +203.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling