+76.5%
TNA vs UUUU
+465.5%
-389.0%
-88.1%
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% | +3.1% |
| 7D | -7.3% | -10.5% | +3.2% | -3.2% |
| 30D | -14.2% | -10.5% | -3.7% | -10.7% |
| 3M | -4.6% | -14.1% | +9.6% | +0.1% |
| 6M | +36.9% | -35.5% | +72.4% | +58.5% |
| YTD | +42.5% | -10.9% | +53.5% | +38.6% |
| 1Y | +45.8% | +3.4% | +42.4% | +25.0% |
| 3Y | +104.7% | +73.1% | +31.5% | +22.9% |
| 5Y | -21.7% | +87.1% | -108.8% | -56.1% |
| All | +76.5% | +465.5% | -389.0% | -52.6% |
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