+106.6%
CTVA vs UUUU
+88.5%
+18.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.2% |
| 7D | -4.7% | -5.0% | +0.4% | -4.3% |
| 30D | +11.1% | -7.8% | +18.9% | +11.6% |
| 3M | +13.7% | -0.4% | +14.2% | +13.1% |
| 6M | +11.2% | -32.9% | +44.1% | +13.6% |
| YTD | +26.9% | -6.3% | +33.2% | +23.8% |
| 1Y | +18.8% | +7.9% | +10.9% | +11.9% |
| 3Y | +75.9% | +85.2% | -9.2% | +47.3% |
| All | +106.6% | +88.5% | +18.0% | +65.4% |
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