+245.6%
CRH vs UUUU
+465.5%
-219.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.6% |
| 7D | -6.1% | -10.5% | +4.4% | -4.9% |
| 30D | -9.3% | -10.5% | +1.2% | -8.2% |
| 3M | -15.2% | -14.1% | -1.1% | -14.1% |
| 6M | -14.2% | -35.5% | +21.3% | -11.0% |
| YTD | -28.3% | -10.9% | -17.3% | -29.4% |
| 1Y | -21.8% | +3.4% | -25.1% | -26.0% |
| 3Y | +71.6% | +73.1% | -1.5% | +44.5% |
| 5Y | +96.6% | +87.1% | +9.5% | +56.2% |
| All | +245.6% | +465.5% | -219.9% | +101.3% |
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 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