+216.7%
CTVA vs UUUU
+374.4%
-157.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.2% |
| 7D | -4.5% | -10.5% | +6.0% | -3.5% |
| 30D | +11.3% | -10.5% | +21.8% | +12.3% |
| 3M | +12.3% | -14.1% | +26.4% | +13.3% |
| 6M | +7.2% | -35.5% | +42.7% | +10.2% |
| YTD | +26.0% | -10.9% | +36.9% | +23.3% |
| 1Y | +16.0% | +3.4% | +12.7% | +9.2% |
| 3Y | +73.9% | +73.1% | +0.8% | +45.8% |
| 5Y | +103.8% | +87.1% | +16.6% | +59.8% |
| All | +216.7% | +374.4% | -157.7% | +68.9% |
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 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