+145.9%
TT vs UUUU
+111.0%
+34.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.3% |
| 7D | -1.0% | -5.0% | +4.0% | -0.5% |
| 30D | -8.9% | -7.8% | -1.1% | -8.3% |
| 3M | -1.8% | -0.4% | -1.4% | -2.3% |
| 6M | +1.9% | -32.9% | +34.8% | +4.7% |
| YTD | +13.8% | -6.3% | +20.1% | +11.5% |
| 1Y | +6.1% | +7.9% | -1.8% | +0.7% |
| 3Y | +119.6% | +85.2% | +34.4% | +87.0% |
| 5Y | +145.9% | +97.0% | +48.9% | +100.9% |
| All | +145.9% | +111.0% | +34.9% | +100.9% |
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 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