+76.7%
CF vs UUUU
+96.9%
-20.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -3.2% |
| 7D | +6.0% | -1.4% | +7.4% | +6.0% |
| 30D | +14.8% | +16.3% | -1.5% | +14.5% |
| 3M | +14.1% | -16.7% | +30.8% | +14.6% |
| 6M | +28.5% | -33.7% | +62.2% | +30.0% |
| YTD | +74.9% | -0.5% | +75.4% | +72.5% |
| 1Y | +61.7% | +28.9% | +32.8% | +56.6% |
| All | +76.7% | +96.9% | -20.2% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling