+23.6%
TDY vs UUUU
-55.1%
+78.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -3.9% | -4.7% |
| 7D | -5.0% | -14.4% | +9.4% | -3.1% |
| 30D | +2.0% | -33.6% | +35.6% | +7.3% |
| 3M | -7.7% | -44.2% | +36.5% | -1.3% |
| 6M | -0.9% | -66.8% | +65.9% | +12.3% |
| YTD | +23.7% | -50.6% | +74.4% | +31.8% |
| 1Y | +23.6% | -57.8% | +81.4% | +33.2% |
| All | +23.6% | -55.1% | +78.8% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling