+142.3%
CI vs UUUU
+495.2%
-352.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +1.4% |
| 7D | -1.3% | -5.0% | +3.7% | -1.0% |
| 30D | +3.1% | -7.8% | +10.9% | +3.5% |
| 3M | -4.5% | -0.4% | -4.1% | -4.9% |
| 6M | +8.3% | -32.9% | +41.1% | +10.0% |
| YTD | +3.8% | -6.3% | +10.1% | +2.2% |
| 1Y | -5.0% | +7.9% | -12.9% | -8.9% |
| 3Y | +5.8% | +85.2% | -79.4% | -6.2% |
| 5Y | +50.6% | +97.0% | -46.4% | +27.5% |
| All | +142.3% | +495.2% | -352.9% | +54.0% |
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