-9.6%
TOST vs UUUU
-58.9%
+49.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | -0.5% |
| 7D | +3.0% | -6.9% | +9.9% | +3.1% |
| 30D | +10.3% | -32.3% | +42.6% | +11.2% |
| 3M | -3.3% | -52.8% | +49.6% | -1.8% |
| 6M | +37.8% | -68.5% | +106.3% | +41.0% |
| YTD | -2.8% | -53.6% | +50.9% | +0.6% |
| 1Y | -9.6% | -59.1% | +49.5% | -6.5% |
| All | -9.6% | -58.9% | +49.3% | -6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling