-5.6%
TLT vs UUUU
-55.1%
+49.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.8% |
| 7D | +1.0% | -14.4% | +15.4% | +1.2% |
| 30D | +6.0% | -33.6% | +39.7% | +6.7% |
| 3M | -0.9% | -44.2% | +43.3% | 0.0% |
| 6M | -2.3% | -66.8% | +64.5% | -1.2% |
| YTD | -3.3% | -50.6% | +47.3% | -2.5% |
| 1Y | -5.6% | -57.8% | +52.2% | -4.8% |
| All | -5.6% | -55.1% | +49.5% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling