+2.6%
CI vs UUUU
+97.0%
-94.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -1.8% |
| 7D | -2.0% | +2.8% | -4.8% | -2.0% |
| 30D | -1.8% | +3.4% | -5.2% | -1.8% |
| 3M | -4.2% | -3.9% | -0.4% | -4.2% |
| 6M | +2.7% | -23.2% | +25.9% | +2.6% |
| YTD | +1.9% | +0.6% | +1.4% | +2.3% |
| 1Y | -6.3% | +22.9% | -29.1% | -6.6% |
| All | +2.6% | +97.0% | -94.4% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling