+761.1%
TD vs UUUU
-92.0%
+853.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | -1.9% | +1.8% | -3.7% | -2.0% |
| 30D | -1.6% | +1.8% | -3.4% | -1.8% |
| 3M | +4.6% | +1.3% | +3.4% | +4.1% |
| 6M | +26.8% | -26.8% | +53.6% | +28.4% |
| YTD | +28.3% | +0.1% | +28.3% | +26.2% |
| 1Y | +60.4% | +11.2% | +49.2% | +55.2% |
| 3Y | +125.7% | +97.7% | +28.0% | +104.4% |
| 5Y | +122.4% | +127.3% | -5.0% | +93.9% |
| 10Y | +297.1% | +532.6% | -235.5% | +200.4% |
| All | +761.1% | -92.0% | +853.0% | +530.9% |
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 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