+1,757.1%
TSM vs UUUU
+495.2%
+1,262.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -0.8% |
| 7D | +2.6% | -5.0% | +7.7% | +3.4% |
| 30D | +1.4% | -7.8% | +9.2% | +2.4% |
| 3M | +5.0% | -0.4% | +5.4% | +4.7% |
| 6M | +24.0% | -32.9% | +56.8% | +29.6% |
| YTD | +41.6% | -6.3% | +47.8% | +39.5% |
| 1Y | +66.2% | +7.9% | +58.2% | +57.5% |
| 3Y | +398.2% | +85.2% | +313.0% | +318.0% |
| 5Y | +277.6% | +97.0% | +180.6% | +200.2% |
| All | +1,757.1% | +495.2% | +1,262.0% | +1,060.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling