-37.2%
TRMB vs UUUU
+79.1%
-116.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +2.1% |
| 7D | -3.0% | -10.5% | +7.5% | -1.7% |
| 30D | +2.3% | -10.5% | +12.8% | +3.5% |
| 3M | +15.3% | -14.1% | +29.4% | +16.7% |
| 6M | -14.7% | -35.5% | +20.8% | -11.4% |
| YTD | -26.4% | -10.9% | -15.5% | -28.9% |
| 1Y | -30.4% | +3.4% | -33.8% | -36.3% |
| 3Y | +13.5% | +73.1% | -59.6% | -12.3% |
| All | -37.2% | +79.1% | -116.3% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling