+192.6%
CFG vs UUUU
-12.8%
+205.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -2.0% | +0.7% |
| 7D | -0.8% | -3.5% | +2.7% | -0.6% |
| 30D | +3.1% | -28.3% | +31.4% | +5.2% |
| 3M | -9.7% | -53.1% | +43.4% | -5.5% |
| 6M | +6.7% | -68.6% | +75.3% | +14.2% |
| YTD | +15.2% | -52.3% | +67.5% | +18.7% |
| 1Y | +28.8% | -55.8% | +84.6% | +33.0% |
| All | +192.6% | -12.8% | +205.5% | +171.2% |
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 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