-18.6%
TOST vs UUUU
+17.9%
-36.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -3.0% | -2.0% |
| 7D | -0.9% | +2.8% | -3.7% | -0.9% |
| 30D | -3.5% | +3.4% | -6.8% | -3.5% |
| 3M | +38.1% | -3.9% | +42.0% | +38.0% |
| 6M | +9.9% | -23.2% | +33.1% | +10.6% |
| YTD | -6.3% | +0.6% | -6.8% | -5.3% |
| All | -18.6% | +17.9% | -36.5% | -20.0% |
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