-35.1%
TLT vs UUUU
+111.0%
-146.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.2% | -1.2% |
| 7D | -1.6% | -5.0% | +3.4% | -1.6% |
| 30D | -1.3% | -7.8% | +6.4% | -1.4% |
| 3M | -3.7% | -0.4% | -3.3% | -3.7% |
| 6M | -6.4% | -32.9% | +26.5% | -6.6% |
| YTD | -4.5% | -6.3% | +1.8% | -4.2% |
| 1Y | -5.9% | +7.9% | -13.8% | -5.3% |
| 3Y | -2.8% | +85.2% | -88.0% | -1.0% |
| 5Y | -35.1% | +97.0% | -132.0% | -33.4% |
| All | -35.1% | +111.0% | -146.1% | -33.4% |
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