+159.7%
TRV vs UUUU
+79.1%
+80.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +2.2% |
| 7D | +1.9% | -10.5% | +12.4% | +2.2% |
| 30D | +1.7% | -10.5% | +12.2% | +1.9% |
| 3M | +23.9% | -14.1% | +38.0% | +24.2% |
| 6M | +26.3% | -35.5% | +61.7% | +27.3% |
| YTD | +30.8% | -10.9% | +41.7% | +29.6% |
| 1Y | +36.3% | +3.4% | +33.0% | +33.4% |
| 3Y | +145.0% | +73.1% | +71.9% | +129.3% |
| All | +159.7% | +79.1% | +80.5% | +138.1% |
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 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