+286.1%
TPR vs UUUU
-92.0%
+378.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -2.3% | -1.4% | -0.9% | -2.2% |
| 30D | -23.0% | +16.3% | -39.3% | -24.1% |
| 3M | -12.5% | -16.7% | +4.2% | -11.7% |
| 6M | -21.4% | -33.7% | +12.2% | -19.6% |
| YTD | -3.5% | -0.5% | -3.0% | -5.7% |
| 1Y | +17.4% | +28.9% | -11.5% | +10.9% |
| 3Y | +291.3% | +99.9% | +191.4% | +244.6% |
| 5Y | +241.9% | +135.3% | +106.6% | +189.5% |
| 10Y | +322.7% | +518.4% | -195.7% | +211.3% |
| All | +286.1% | -92.0% | +378.1% | +185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling