+1,469.7%
TDY vs UUUU
-92.5%
+1,562.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.7% |
| 7D | -1.9% | -5.0% | +3.1% | -1.5% |
| 30D | -12.5% | -7.8% | -4.7% | -12.1% |
| 3M | -0.8% | -0.4% | -0.4% | -1.1% |
| 6M | -9.0% | -32.9% | +23.9% | -7.1% |
| YTD | +16.8% | -6.3% | +23.1% | +15.7% |
| 1Y | +9.5% | +7.9% | +1.5% | +6.3% |
| 3Y | +45.4% | +85.2% | -39.8% | +32.4% |
| 5Y | +37.8% | +97.0% | -59.1% | +21.6% |
| 10Y | +470.2% | +492.6% | -22.4% | +338.0% |
| All | +1,469.7% | -92.5% | +1,562.2% | +1,134.9% |
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