-5.6%
COST vs UUUU
+3.5%
-9.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.2% |
| 7D | -1.2% | -10.5% | +9.3% | -1.4% |
| 30D | -4.7% | -10.5% | +5.8% | -4.9% |
| 3M | -7.1% | -14.1% | +7.0% | -7.1% |
| 6M | -8.5% | -35.5% | +26.9% | -8.7% |
| YTD | +5.4% | -10.9% | +16.3% | +4.3% |
| 1Y | -5.6% | +3.4% | -9.0% | -7.8% |
| All | -5.6% | +3.5% | -9.1% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling