+11.5%
TPR vs UUUU
+4.2%
+7.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.3% | +8.2% | +2.3% |
| 7D | -5.1% | -5.0% | -0.1% | -4.9% |
| 30D | -27.6% | -7.8% | -19.8% | -27.3% |
| 3M | -17.5% | -0.4% | -17.0% | -17.9% |
| 6M | -21.3% | -32.9% | +11.6% | -20.0% |
| YTD | -8.5% | -6.3% | -2.2% | -11.1% |
| 1Y | +11.5% | +7.9% | +3.5% | +6.1% |
| All | +11.5% | +4.2% | +7.3% | +6.1% |
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