+142.8%
CI vs UUUU
+370.7%
-227.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.3% |
| 7D | +1.2% | -1.1% | +2.2% | +1.2% |
| 30D | +2.6% | -21.0% | +23.5% | +3.9% |
| 3M | +7.4% | -54.8% | +62.2% | +12.6% |
| 6M | -0.1% | -67.3% | +67.2% | +6.4% |
| YTD | +9.7% | -54.7% | +64.4% | +12.8% |
| 1Y | +12.1% | -57.4% | +69.6% | +15.4% |
| 3Y | +7.0% | -19.6% | +26.7% | +0.1% |
| 5Y | +49.7% | -40.0% | +89.7% | +38.4% |
| All | +142.8% | +370.7% | -227.9% | +58.5% |
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