-48.1%
TOST vs UUUU
+103.5%
-151.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | -4.7% | +1.8% | -6.5% | -5.0% |
| 30D | -9.1% | +1.8% | -10.9% | -9.7% |
| 3M | +29.8% | +1.3% | +28.5% | +27.8% |
| 6M | +10.0% | -26.8% | +36.8% | +14.3% |
| YTD | -8.6% | +0.1% | -8.7% | -15.8% |
| 1Y | -20.7% | +11.2% | -31.9% | -33.2% |
| 3Y | +55.7% | +97.7% | -42.0% | -4.0% |
| All | -48.1% | +103.5% | -151.6% | -70.6% |
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