+312.1%
CG vs UUUU
+495.2%
-183.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +4.0% | -1.4% |
| 7D | -9.8% | -5.0% | -4.8% | -9.1% |
| 30D | -10.3% | -7.8% | -2.5% | -9.4% |
| 3M | -1.7% | -0.4% | -1.2% | -2.4% |
| 6M | -9.8% | -32.9% | +23.1% | -6.2% |
| YTD | -25.6% | -6.3% | -19.3% | -27.9% |
| 1Y | -32.5% | +7.9% | -40.4% | -37.5% |
| 3Y | +45.6% | +85.2% | -39.5% | +16.2% |
| 5Y | +3.7% | +97.0% | -93.3% | -21.7% |
| All | +312.1% | +495.2% | -183.1% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling