+31.0%
CHD vs UUUU
-55.1%
+86.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.5% | +2.6% |
| 7D | +6.9% | -14.4% | +21.4% | +6.4% |
| 30D | +17.1% | -33.6% | +50.8% | +15.9% |
| 3M | +9.1% | -44.2% | +53.3% | +7.7% |
| 6M | +21.4% | -66.8% | +88.2% | +19.0% |
| YTD | +34.9% | -50.6% | +85.5% | +35.3% |
| 1Y | +31.0% | -57.8% | +88.8% | +30.4% |
| All | +31.0% | -55.1% | +86.2% | +30.4% |
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