+328.6%
TMO vs UUUU
+465.5%
-136.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.4% |
| 7D | -0.6% | -10.5% | +9.9% | +0.1% |
| 30D | +1.1% | -10.5% | +11.6% | +1.7% |
| 3M | +28.3% | -14.1% | +42.5% | +29.1% |
| 6M | +23.3% | -35.5% | +58.7% | +25.7% |
| YTD | +5.5% | -10.9% | +16.4% | +4.3% |
| 1Y | +24.5% | +3.4% | +21.2% | +20.3% |
| 3Y | +19.6% | +73.1% | -53.6% | +7.4% |
| 5Y | +8.1% | +87.1% | -79.0% | -6.8% |
| All | +328.6% | +465.5% | -136.9% | +200.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling