+124.7%
TD vs UUUU
+74.5%
+50.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +0.9% |
| 7D | -0.5% | -10.5% | +10.0% | 0.0% |
| 30D | -1.9% | -10.5% | +8.6% | -1.4% |
| 3M | +4.8% | -14.1% | +18.9% | +5.3% |
| 6M | +28.0% | -35.5% | +63.5% | +30.0% |
| YTD | +30.3% | -10.9% | +41.2% | +29.7% |
| 1Y | +59.8% | +3.4% | +56.4% | +56.6% |
| 3Y | +124.7% | +73.1% | +51.6% | +107.9% |
| All | +124.7% | +74.5% | +50.2% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling