+86.5%
COR vs UUUU
+96.1%
-9.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -3.9% | +1.8% | -5.7% | -3.8% |
| 30D | -0.3% | +1.8% | -2.1% | -0.2% |
| 3M | +15.9% | +1.3% | +14.6% | +16.2% |
| 6M | -10.3% | -26.8% | +16.5% | -10.5% |
| YTD | -3.7% | +0.1% | -3.8% | -3.5% |
| 1Y | +9.1% | +11.2% | -2.2% | +9.8% |
| All | +86.5% | +96.1% | -9.6% | +91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling