+913.4%
CHD vs UUUU
-92.0%
+1,005.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -4.2% | +1.8% | -6.0% | -4.2% |
| 30D | -7.6% | +1.8% | -9.4% | -7.6% |
| 3M | -1.6% | +1.3% | -2.8% | -1.7% |
| 6M | -6.3% | -26.8% | +20.5% | -6.1% |
| YTD | +14.6% | +0.1% | +14.5% | +14.0% |
| 1Y | +1.6% | +11.2% | -9.6% | +0.6% |
| 3Y | +3.1% | +97.7% | -94.5% | +0.1% |
| 5Y | +21.1% | +127.3% | -106.3% | +15.9% |
| 10Y | +128.6% | +532.6% | -404.0% | +107.1% |
| All | +913.4% | -92.0% | +1,005.3% | +836.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling