-41.5%
TRI vs UUUU
+3.5%
-45.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +1.4% |
| 7D | -7.9% | -10.5% | +2.6% | -8.4% |
| 30D | -4.5% | -10.5% | +6.0% | -5.0% |
| 3M | +22.1% | -14.1% | +36.2% | +21.7% |
| 6M | -2.8% | -35.5% | +32.7% | -3.6% |
| YTD | -23.4% | -10.9% | -12.5% | -24.3% |
| 1Y | -41.5% | +3.4% | -44.9% | -42.1% |
| All | -41.5% | +3.5% | -45.0% | -42.1% |
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