+218.9%
CTVA vs UUUU
+399.3%
-180.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.3% |
| 7D | -4.7% | -5.0% | +0.4% | -4.2% |
| 30D | +11.1% | -7.8% | +18.9% | +11.8% |
| 3M | +13.7% | -0.4% | +14.2% | +13.0% |
| 6M | +11.2% | -32.9% | +44.1% | +13.9% |
| YTD | +26.9% | -6.3% | +33.2% | +23.5% |
| 1Y | +18.8% | +7.9% | +10.9% | +11.4% |
| 3Y | +75.9% | +85.2% | -9.2% | +46.5% |
| 5Y | +105.2% | +97.0% | +8.3% | +60.1% |
| All | +218.9% | +399.3% | -180.3% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling