+125.3%
TD vs UUUU
+88.5%
+36.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.2% | +1.3% |
| 7D | -2.6% | -5.0% | +2.4% | -2.2% |
| 30D | -1.0% | -7.8% | +6.8% | -0.5% |
| 3M | +5.6% | -0.4% | +6.1% | +5.2% |
| 6M | +27.1% | -32.9% | +60.0% | +29.8% |
| YTD | +29.4% | -6.3% | +35.7% | +27.4% |
| 1Y | +60.7% | +7.9% | +52.8% | +54.1% |
| 3Y | +127.6% | +85.2% | +42.4% | +100.2% |
| All | +125.3% | +88.5% | +36.8% | +91.5% |
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