+587.5%
TLN vs UUUU
+123.8%
+463.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +5.8% | +1.8% | +4.0% | +5.4% |
| 30D | -6.9% | +1.8% | -8.7% | -7.3% |
| 3M | -10.9% | +1.3% | -12.1% | -11.5% |
| 6M | -4.6% | -26.8% | +22.2% | 0.0% |
| YTD | -14.7% | +0.1% | -14.8% | -17.6% |
| 1Y | -17.9% | +11.2% | -29.2% | -25.4% |
| 3Y | +483.9% | +97.7% | +386.2% | +314.5% |
| All | +587.5% | +123.8% | +463.6% | +381.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling