+25.4%
TMO vs UUUU
-55.1%
+80.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.1% |
| 7D | +0.3% | -14.4% | +14.7% | +0.8% |
| 30D | +4.3% | -33.6% | +38.0% | +5.5% |
| 3M | +25.1% | -44.2% | +69.3% | +27.1% |
| 6M | +52.9% | -66.8% | +119.7% | +59.2% |
| YTD | +22.2% | -50.6% | +72.8% | +23.2% |
| 1Y | +25.4% | -57.8% | +83.2% | +26.7% |
| All | +25.4% | -55.1% | +80.5% | +26.7% |
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 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