-53.1%
TE vs UUUU
+635.8%
-688.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.6% | +2.2% |
| 7D | +0.2% | -10.5% | +10.7% | +3.7% |
| 30D | -5.9% | -10.5% | +4.6% | -2.6% |
| 3M | -45.6% | -14.1% | -31.4% | -42.3% |
| 6M | -43.4% | -35.5% | -7.9% | -35.9% |
| YTD | -31.0% | -10.9% | -20.1% | -27.9% |
| 1Y | +145.2% | +3.4% | +141.9% | +142.5% |
| 3Y | -24.1% | +73.1% | -97.2% | -38.2% |
| 5Y | -48.1% | +87.1% | -135.3% | -59.3% |
| All | -53.1% | +635.8% | -688.9% | -64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling