+593.4%
CI vs UUUU
-96.3%
+689.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.5% |
| 7D | -1.7% | +1.4% | -3.1% | -1.9% |
| 30D | +4.9% | -27.9% | +32.8% | +6.6% |
| 3M | +7.4% | -53.8% | +61.2% | +11.7% |
| 6M | +0.4% | -68.1% | +68.5% | +6.1% |
| YTD | +9.5% | -54.1% | +63.5% | +12.2% |
| 1Y | +12.0% | -57.8% | +69.7% | +15.0% |
| 3Y | +7.1% | -15.4% | +22.5% | +2.2% |
| 5Y | +49.3% | -39.2% | +88.5% | +41.9% |
| 10Y | +146.6% | +370.4% | -223.8% | +92.9% |
| All | +593.4% | -96.3% | +689.7% | +414.7% |
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