+184.4%
CFG vs UUUU
+83.7%
+100.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +0.8% |
| 7D | -1.7% | -5.0% | +3.3% | -1.4% |
| 30D | -4.6% | -7.8% | +3.2% | -4.2% |
| 3M | +7.9% | -0.4% | +8.3% | +7.5% |
| 6M | +19.9% | -32.9% | +52.8% | +22.0% |
| YTD | +21.7% | -6.3% | +28.0% | +20.3% |
| 1Y | +38.4% | +7.9% | +30.5% | +35.0% |
| All | +184.4% | +83.7% | +100.7% | +154.8% |
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