+95.3%
TFC vs UUUU
+495.2%
-399.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +1.0% |
| 7D | -2.5% | -5.0% | +2.5% | -2.0% |
| 30D | -2.8% | -7.8% | +4.9% | -2.2% |
| 3M | +2.1% | -0.4% | +2.6% | +1.4% |
| 6M | +10.1% | -32.9% | +43.0% | +13.1% |
| YTD | +5.4% | -6.3% | +11.7% | +2.8% |
| 1Y | +16.3% | +7.9% | +8.4% | +9.6% |
| 3Y | +95.9% | +85.2% | +10.7% | +64.8% |
| 5Y | +16.0% | +97.0% | -81.0% | -7.9% |
| All | +95.3% | +495.2% | -399.9% | +13.1% |
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