+107.2%
COST vs UUUU
+88.5%
+18.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.3% |
| 7D | -2.5% | -5.0% | +2.5% | -2.3% |
| 30D | -4.4% | -7.8% | +3.3% | -4.2% |
| 3M | -8.1% | -0.4% | -7.7% | -8.4% |
| 6M | -9.2% | -32.9% | +23.6% | -8.1% |
| YTD | +5.1% | -6.3% | +11.4% | +3.1% |
| 1Y | -5.1% | +7.9% | -13.0% | -9.0% |
| 3Y | +70.4% | +85.2% | -14.8% | +50.2% |
| All | +107.2% | +88.5% | +18.6% | +77.3% |
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