+95.2%
CNC vs UUUU
+465.5%
-370.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.5% | +1.8% |
| 7D | -0.9% | -10.5% | +9.6% | -0.3% |
| 30D | -1.0% | -10.5% | +9.5% | -0.5% |
| 3M | +4.5% | -14.1% | +18.7% | +5.1% |
| 6M | +85.2% | -35.5% | +120.7% | +88.1% |
| YTD | +61.4% | -10.9% | +72.3% | +59.0% |
| 1Y | +94.9% | +3.4% | +91.5% | +88.2% |
| 3Y | 0.0% | +73.1% | -73.1% | -10.0% |
| 5Y | +11.2% | +87.1% | -75.9% | -4.5% |
| All | +95.2% | +465.5% | -370.3% | +25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling