+307.1%
TPR vs UUUU
+495.2%
-188.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.3% | +8.2% | +2.9% |
| 7D | -5.1% | -5.0% | -0.1% | -4.4% |
| 30D | -27.6% | -7.8% | -19.8% | -26.9% |
| 3M | -17.5% | -0.4% | -17.0% | -18.3% |
| 6M | -21.3% | -32.9% | +11.6% | -18.2% |
| YTD | -8.5% | -6.3% | -2.2% | -11.9% |
| 1Y | +11.5% | +7.9% | +3.5% | +2.3% |
| 3Y | +288.0% | +85.2% | +202.8% | +203.0% |
| 5Y | +225.2% | +97.0% | +128.2% | +134.7% |
| All | +307.1% | +495.2% | -188.1% | +96.7% |
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