+40.0%
CVS vs UUUU
+465.5%
-425.5%
-56.8%
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% | -0.4% |
| 7D | -2.2% | -10.5% | +8.4% | -1.6% |
| 30D | -0.1% | -10.5% | +10.4% | +0.4% |
| 3M | -5.2% | -14.1% | +8.9% | -4.8% |
| 6M | +26.9% | -35.5% | +62.4% | +28.7% |
| YTD | +22.1% | -10.9% | +33.0% | +20.6% |
| 1Y | +30.8% | +3.4% | +27.4% | +26.6% |
| 3Y | +54.4% | +73.1% | -18.7% | +40.3% |
| 5Y | +33.4% | +87.1% | -53.8% | +16.4% |
| All | +40.0% | +465.5% | -425.5% | -5.9% |
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