+293.7%
TPR vs UUUU
+99.2%
+194.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.8% | -3.8% |
| 7D | -3.4% | +2.8% | -6.2% | -3.6% |
| 30D | -27.3% | +3.4% | -30.7% | -27.6% |
| 3M | -16.2% | -3.9% | -12.4% | -16.4% |
| 6M | -17.9% | -23.2% | +5.3% | -17.1% |
| YTD | -7.1% | +0.6% | -7.7% | -9.5% |
| 1Y | +13.6% | +22.9% | -9.2% | +7.6% |
| 3Y | +293.7% | +98.6% | +195.1% | +237.8% |
| All | +293.7% | +99.2% | +194.6% | +237.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling