-44.5%
TOST vs UUUU
-7.8%
-36.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.7% |
| 7D | 0.0% | -1.1% | +1.1% | 0.0% |
| 30D | +16.2% | -21.0% | +37.2% | +21.2% |
| 3M | -1.5% | -54.8% | +53.3% | +14.4% |
| 6M | +55.3% | -67.3% | +122.7% | +90.1% |
| YTD | -2.3% | -54.7% | +52.3% | +4.8% |
| 1Y | -5.5% | -57.4% | +51.9% | +1.7% |
| 3Y | +151.1% | -19.6% | +170.8% | +91.3% |
| 5Y | -27.9% | -40.0% | +12.1% | -50.9% |
| All | -44.5% | -7.8% | -36.7% | -63.4% |
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