+160.0%
TFC vs UUUU
-91.9%
+252.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.2% | -2.2% |
| 7D | +2.2% | +2.8% | -0.6% | +2.1% |
| 30D | -2.5% | +3.4% | -5.9% | -2.8% |
| 3M | +4.5% | -3.9% | +8.4% | +4.4% |
| 6M | +11.0% | -23.2% | +34.1% | +11.8% |
| YTD | +5.9% | +0.6% | +5.3% | +4.0% |
| 1Y | +14.6% | +22.9% | -8.3% | +10.0% |
| 3Y | +96.7% | +98.6% | -1.9% | +78.5% |
| 5Y | +15.6% | +130.2% | -114.7% | +1.5% |
| 10Y | +98.6% | +519.5% | -420.9% | +55.0% |
| All | +160.0% | -91.9% | +252.0% | +102.0% |
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