+359.9%
CSCO vs UUUU
+495.2%
-135.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | -1.3% |
| 7D | -1.1% | -5.0% | +3.9% | -0.7% |
| 30D | -10.8% | -7.8% | -3.0% | -10.3% |
| 3M | -9.2% | -0.4% | -8.8% | -9.5% |
| 6M | +39.5% | -32.9% | +72.4% | +42.6% |
| YTD | +41.5% | -6.3% | +47.8% | +39.3% |
| 1Y | +61.0% | +7.9% | +53.0% | +54.4% |
| 3Y | +105.2% | +85.2% | +20.0% | +80.6% |
| 5Y | +113.4% | +97.0% | +16.5% | +78.8% |
| All | +359.9% | +495.2% | -135.3% | +203.6% |
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