+18.8%
CLF vs UUUU
+27.9%
-9.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | +7.6% | -1.4% | +8.9% | +7.9% |
| 30D | -1.2% | +16.3% | -17.5% | -4.6% |
| 3M | -13.4% | -16.7% | +3.3% | -10.9% |
| 6M | +15.4% | -33.7% | +49.1% | +22.5% |
| YTD | -5.9% | -0.5% | -5.4% | -9.9% |
| 1Y | +18.8% | +28.9% | -10.0% | +22.1% |
| All | +18.8% | +27.9% | -9.1% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling