+497.8%
UUUU vs COO
+17.5%
+480.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -14.7% | +8.3% | +0.3% |
| 7D | -5.0% | -23.3% | +18.3% | +6.5% |
| 30D | -7.8% | -29.5% | +21.7% | +7.3% |
| 3M | -0.4% | -20.0% | +19.5% | +8.4% |
| 6M | -32.9% | -27.2% | -5.7% | -24.0% |
| YTD | -6.3% | -33.9% | +27.6% | +11.0% |
| 1Y | +7.9% | -19.9% | +27.9% | +14.9% |
| 3Y | +85.2% | -38.1% | +123.3% | +113.0% |
| 5Y | +97.0% | -52.0% | +148.9% | +155.7% |
| All | +497.8% | +17.5% | +480.3% | +438.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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