+122.0%
CSCO vs UUUU
+79.1%
+42.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.0% | +9.4% | +4.7% |
| 7D | +2.7% | -10.5% | +13.2% | +3.5% |
| 30D | -9.5% | -10.5% | +1.0% | -8.8% |
| 3M | -7.6% | -14.1% | +6.5% | -6.9% |
| 6M | +44.9% | -35.5% | +80.4% | +47.9% |
| YTD | +47.7% | -10.9% | +58.6% | +46.1% |
| 1Y | +69.1% | +3.4% | +65.7% | +63.3% |
| 3Y | +113.5% | +73.1% | +40.4% | +90.5% |
| All | +122.0% | +79.1% | +42.8% | +90.8% |
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