+671.2%
CTAS vs UUUU
+495.2%
+176.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.3% |
| 7D | -1.3% | -5.0% | +3.7% | -0.9% |
| 30D | -3.1% | -7.8% | +4.7% | -2.6% |
| 3M | +10.3% | -0.4% | +10.7% | +9.7% |
| 6M | +1.6% | -32.9% | +34.5% | +3.6% |
| YTD | +6.3% | -6.3% | +12.6% | +3.8% |
| 1Y | -0.5% | +7.9% | -8.4% | -5.6% |
| 3Y | +64.6% | +85.2% | -20.6% | +41.9% |
| 5Y | +106.0% | +97.0% | +9.0% | +68.4% |
| All | +671.2% | +495.2% | +176.1% | +376.3% |
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