+11.8%
CRM vs UUUU
+74.5%
-62.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.1% |
| 7D | -4.4% | -10.5% | +6.1% | -4.2% |
| 30D | +28.1% | -10.5% | +38.6% | +28.4% |
| 3M | +48.8% | -14.1% | +63.0% | +49.4% |
| 6M | +28.3% | -35.5% | +63.7% | +29.8% |
| YTD | -6.0% | -10.9% | +4.9% | -7.3% |
| 1Y | +1.4% | +3.4% | -1.9% | -2.7% |
| 3Y | +11.8% | +73.1% | -61.3% | -2.9% |
| All | +11.8% | +74.5% | -62.7% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling