+1,038.5%
TRV vs UUUU
-92.5%
+1,131.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.9% | +0.7% |
| 7D | -1.5% | -5.0% | +3.5% | -1.3% |
| 30D | -1.8% | -7.8% | +6.0% | -1.6% |
| 3M | +21.6% | -0.4% | +22.0% | +21.3% |
| 6M | +22.5% | -32.9% | +55.3% | +23.5% |
| YTD | +28.1% | -6.3% | +34.4% | +27.1% |
| 1Y | +37.0% | +7.9% | +29.1% | +34.4% |
| 3Y | +141.9% | +85.2% | +56.7% | +129.0% |
| 5Y | +158.5% | +97.0% | +61.5% | +140.1% |
| 10Y | +297.5% | +492.6% | -195.1% | +240.1% |
| All | +1,038.5% | -92.5% | +1,131.0% | +870.2% |
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