+49.0%
CG vs UUUU
+96.1%
-47.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | -6.4% | +1.8% | -8.2% | -6.6% |
| 30D | -7.1% | +1.8% | -8.9% | -7.4% |
| 3M | -1.6% | +1.3% | -2.8% | -2.3% |
| 6M | -8.3% | -26.8% | +18.4% | -6.5% |
| YTD | -23.8% | +0.1% | -23.9% | -26.5% |
| 1Y | -28.7% | +11.2% | -40.0% | -33.3% |
| All | +49.0% | +96.1% | -47.1% | +18.3% |
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