+117.0%
TT vs UUUU
+96.1%
+20.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +1.4% | +1.8% | -0.4% | +1.2% |
| 30D | -6.7% | +1.8% | -8.5% | -6.9% |
| 3M | -5.4% | +1.3% | -6.7% | -5.9% |
| 6M | +4.4% | -26.8% | +31.2% | +6.1% |
| YTD | +14.9% | +0.1% | +14.9% | +12.3% |
| 1Y | +9.3% | +11.2% | -2.0% | +3.8% |
| All | +117.0% | +96.1% | +20.9% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling