-14.1%
CG vs UUUU
-55.1%
+41.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.4% | +4.6% |
| 7D | +9.4% | -14.4% | +23.9% | +11.0% |
| 30D | +8.7% | -33.6% | +42.4% | +12.9% |
| 3M | -15.0% | -44.2% | +29.2% | -10.4% |
| 6M | -13.2% | -66.8% | +53.6% | -5.0% |
| YTD | -26.2% | -50.6% | +24.5% | -23.6% |
| 1Y | -14.1% | -57.8% | +43.7% | -10.2% |
| All | -14.1% | -55.1% | +41.0% | -10.2% |
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