+1,824.1%
COR vs UUUU
-92.0%
+1,916.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -1.9% |
| 7D | +2.8% | -1.4% | +4.1% | +2.8% |
| 30D | +4.5% | +16.3% | -11.8% | +3.9% |
| 3M | +22.7% | -16.7% | +39.4% | +23.1% |
| 6M | -9.7% | -33.7% | +23.9% | -9.0% |
| YTD | -1.4% | -0.5% | -0.9% | -2.7% |
| 1Y | +13.9% | +28.9% | -14.9% | +10.6% |
| 3Y | +94.0% | +99.9% | -5.9% | +81.5% |
| 5Y | +184.0% | +135.3% | +48.7% | +158.8% |
| 10Y | +406.8% | +518.4% | -111.6% | +321.8% |
| All | +1,824.1% | -92.0% | +1,916.1% | +1,509.6% |
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