+11.9%
TRMB vs UUUU
+83.7%
-71.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.6% |
| 7D | -5.4% | -5.0% | -0.4% | -5.1% |
| 30D | -2.0% | -7.8% | +5.8% | -1.6% |
| 3M | +12.3% | -0.4% | +12.8% | +11.9% |
| 6M | -17.6% | -32.9% | +15.3% | -16.2% |
| YTD | -27.5% | -6.3% | -21.2% | -29.0% |
| 1Y | -29.1% | +7.9% | -37.0% | -32.7% |
| All | +11.9% | +83.7% | -71.8% | -6.0% |
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