+344.1%
TRMB vs UUUU
-91.9%
+436.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.3% |
| 7D | -0.3% | +2.8% | -3.1% | -0.5% |
| 30D | -1.2% | +3.4% | -4.6% | -1.7% |
| 3M | +9.6% | -3.9% | +13.5% | +9.4% |
| 6M | -16.1% | -23.2% | +7.0% | -15.2% |
| YTD | -25.0% | +0.6% | -25.5% | -26.9% |
| 1Y | -27.7% | +22.9% | -50.5% | -31.8% |
| 3Y | +15.3% | +98.6% | -83.3% | +0.5% |
| 5Y | -37.4% | +130.2% | -167.6% | -47.5% |
| 10Y | +117.5% | +519.5% | -402.0% | +54.6% |
| All | +344.1% | -91.9% | +436.0% | +200.8% |
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 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