+33.7%
CFG vs UUUU
-55.1%
+88.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.4% |
| 7D | +1.8% | -14.4% | +16.2% | +2.8% |
| 30D | +3.3% | -33.6% | +36.9% | +6.0% |
| 3M | -9.8% | -44.2% | +34.3% | -6.7% |
| 6M | +5.2% | -66.8% | +72.0% | +12.7% |
| YTD | +16.1% | -50.6% | +66.7% | +19.3% |
| 1Y | +33.7% | -57.8% | +91.5% | +39.2% |
| All | +33.7% | -55.1% | +88.8% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling