-23.0%
TNA vs UUUU
+79.1%
-102.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +3.2% |
| 7D | -7.3% | -10.5% | +3.2% | -2.9% |
| 30D | -14.2% | -10.5% | -3.7% | -10.5% |
| 3M | -4.6% | -14.1% | +9.6% | +0.3% |
| 6M | +36.9% | -35.5% | +72.4% | +59.8% |
| YTD | +42.5% | -10.9% | +53.5% | +37.0% |
| 1Y | +45.8% | +3.4% | +42.4% | +20.5% |
| 3Y | +104.7% | +73.1% | +31.5% | +8.5% |
| All | -23.0% | +79.1% | -102.1% | -61.8% |
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 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