+2,280.3%
CMI vs UUUU
-92.5%
+2,372.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.5% | -0.3% |
| 7D | +0.8% | -5.0% | +5.8% | +1.2% |
| 30D | -12.8% | -7.8% | -5.0% | -12.3% |
| 3M | -12.4% | -0.4% | -12.0% | -12.7% |
| 6M | -0.9% | -32.9% | +32.0% | +1.6% |
| YTD | +8.9% | -6.3% | +15.1% | +7.9% |
| 1Y | +37.7% | +7.9% | +29.8% | +33.3% |
| 3Y | +148.9% | +85.2% | +63.7% | +124.0% |
| 5Y | +164.4% | +97.0% | +67.4% | +129.1% |
| 10Y | +506.9% | +492.6% | +14.3% | +340.8% |
| All | +2,280.3% | -92.5% | +2,372.7% | +1,695.0% |
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