+29.9%
CFG vs UUUU
-58.2%
+88.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.7% |
| 7D | +3.2% | -1.1% | +4.2% | +3.2% |
| 30D | +5.1% | -21.0% | +26.1% | +6.7% |
| 3M | -11.2% | -54.8% | +43.6% | -7.0% |
| 6M | +9.6% | -67.3% | +76.9% | +17.2% |
| YTD | +15.0% | -54.7% | +69.6% | +19.3% |
| 1Y | +29.9% | -57.4% | +87.3% | +35.0% |
| All | +29.9% | -58.2% | +88.1% | +35.0% |
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