+179.3%
COR vs UUUU
+79.1%
+100.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.3% |
| 7D | -2.8% | -10.5% | +7.7% | -2.7% |
| 30D | +2.6% | -10.5% | +13.1% | +2.7% |
| 3M | +14.5% | -14.1% | +28.6% | +14.7% |
| 6M | -7.8% | -35.5% | +27.7% | -7.4% |
| YTD | -4.2% | -10.9% | +6.7% | -5.2% |
| 1Y | +7.0% | +3.4% | +3.7% | +4.6% |
| 3Y | +85.5% | +73.1% | +12.4% | +74.2% |
| All | +179.3% | +79.1% | +100.2% | +157.4% |
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