+96.0%
TFC vs UUUU
-17.1%
+113.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.3% |
| 7D | +2.3% | -1.1% | +3.3% | +2.3% |
| 30D | +10.8% | -21.0% | +31.8% | +11.9% |
| 3M | -3.8% | -54.8% | +51.0% | -0.4% |
| 6M | +9.6% | -67.3% | +76.9% | +15.0% |
| YTD | +5.8% | -54.7% | +60.5% | +7.8% |
| 1Y | +16.2% | -57.4% | +73.6% | +18.6% |
| 3Y | +96.0% | -19.6% | +115.6% | +81.7% |
| All | +96.0% | -17.1% | +113.1% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling