+49.9%
TRV vs UUUU
-55.1%
+105.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +3.9% | -14.4% | +18.3% | +3.2% |
| 30D | +13.5% | -33.6% | +47.1% | +11.7% |
| 3M | +8.9% | -44.2% | +53.1% | +6.6% |
| 6M | +36.8% | -66.8% | +103.5% | +32.9% |
| YTD | +42.7% | -50.6% | +93.3% | +40.2% |
| 1Y | +49.9% | -57.8% | +107.6% | +47.1% |
| All | +49.9% | -55.1% | +105.0% | +47.1% |
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