+125.4%
CHD vs UUUU
+465.5%
-340.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.3% |
| 7D | -4.5% | -10.5% | +6.0% | -4.3% |
| 30D | -6.7% | -10.5% | +3.8% | -6.6% |
| 3M | -2.7% | -14.1% | +11.4% | -2.6% |
| 6M | -4.9% | -35.5% | +30.5% | -4.5% |
| YTD | +13.3% | -10.9% | +24.3% | +12.9% |
| 1Y | +1.0% | +3.4% | -2.3% | -0.1% |
| 3Y | +1.3% | +73.1% | -71.8% | -2.1% |
| 5Y | +20.8% | +87.1% | -66.3% | +14.2% |
| All | +125.4% | +465.5% | -340.1% | +84.3% |
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 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