+1,199.2%
TNA vs UUUU
+81.7%
+1,117.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | -1.3% |
| 7D | -7.6% | -5.0% | -2.6% | -6.3% |
| 30D | -13.6% | -7.8% | -5.9% | -11.9% |
| 3M | +2.8% | -0.4% | +3.3% | +2.4% |
| 6M | +34.5% | -32.9% | +67.4% | +47.6% |
| YTD | +41.0% | -6.3% | +47.3% | +38.3% |
| 1Y | +52.0% | +7.9% | +44.1% | +38.9% |
| 3Y | +103.5% | +85.2% | +18.3% | +50.6% |
| 5Y | -22.5% | +97.0% | -119.5% | -43.6% |
| 10Y | +81.9% | +492.6% | -410.7% | -7.7% |
| All | +1,199.2% | +81.7% | +1,117.4% | +546.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling