+32.3%
CLS vs UUUU
+9.0%
+23.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -0.5% |
| 7D | +5.0% | -5.0% | +10.0% | +6.7% |
| 30D | +4.8% | -7.8% | +12.6% | +7.1% |
| 3M | -10.4% | -0.4% | -9.9% | -11.3% |
| 6M | +20.8% | -32.9% | +53.7% | +32.4% |
| YTD | +10.0% | -6.3% | +16.3% | +11.7% |
| All | +32.3% | +9.0% | +23.4% | +19.3% |
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