+115.6%
CRBG vs UUUU
+98.6%
+17.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +2.0% |
| 7D | +0.6% | -10.5% | +11.1% | +1.8% |
| 30D | +2.6% | -10.5% | +13.1% | +3.7% |
| 3M | +24.0% | -14.1% | +38.1% | +25.4% |
| 6M | +50.5% | -35.5% | +86.0% | +55.9% |
| YTD | +17.1% | -10.9% | +28.1% | +14.2% |
| 1Y | +5.9% | +3.4% | +2.5% | -0.8% |
| 3Y | +122.7% | +73.1% | +49.6% | +79.4% |
| All | +115.6% | +98.6% | +17.0% | +60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling