+40.3%
CFG vs UUUU
+3.5%
+36.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.5% |
| 7D | -0.4% | -10.5% | +10.1% | +0.2% |
| 30D | -4.6% | -10.5% | +5.9% | -4.1% |
| 3M | +6.7% | -14.1% | +20.8% | +7.3% |
| 6M | +22.1% | -35.5% | +57.6% | +24.6% |
| YTD | +23.2% | -10.9% | +34.1% | +22.4% |
| 1Y | +40.3% | +3.4% | +36.9% | +46.1% |
| All | +40.3% | +3.5% | +36.7% | +46.1% |
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 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