+132.2%
COP vs UUUU
-40.6%
+172.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.7% |
| 7D | +4.4% | -1.1% | +5.5% | +4.4% |
| 30D | 0.0% | -21.0% | +20.9% | +1.9% |
| 3M | +15.0% | -54.8% | +69.8% | +23.3% |
| 6M | +22.0% | -67.3% | +89.3% | +34.4% |
| YTD | +55.3% | -54.7% | +110.0% | +59.4% |
| 1Y | +64.1% | -57.4% | +121.6% | +68.8% |
| 3Y | +34.1% | -19.6% | +53.7% | +14.2% |
| All | +132.2% | -40.6% | +172.9% | +99.3% |
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 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