+165.0%
CMI vs UUUU
+79.1%
+85.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.8% |
| 7D | -0.7% | -10.5% | +9.8% | +0.5% |
| 30D | -12.4% | -10.5% | -1.9% | -11.4% |
| 3M | -14.8% | -14.1% | -0.6% | -13.8% |
| 6M | +0.8% | -35.5% | +36.3% | +4.5% |
| YTD | +10.2% | -10.9% | +21.1% | +9.8% |
| 1Y | +37.4% | +3.4% | +34.1% | +32.2% |
| 3Y | +153.3% | +73.1% | +80.2% | +119.5% |
| All | +165.0% | +79.1% | +85.9% | +120.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling