+1,124.0%
TTMI vs UUUU
+465.5%
+658.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -5.0% | +8.3% | +4.2% |
| 7D | +0.7% | -10.5% | +11.2% | +2.5% |
| 30D | -8.4% | -10.5% | +2.1% | -6.9% |
| 3M | -32.5% | -14.1% | -18.3% | -30.7% |
| 6M | +32.5% | -35.5% | +68.0% | +41.4% |
| YTD | +83.2% | -10.9% | +94.2% | +84.9% |
| 1Y | +161.7% | +3.4% | +158.3% | +154.1% |
| 3Y | +890.1% | +73.1% | +817.0% | +748.6% |
| 5Y | +832.4% | +87.1% | +745.3% | +651.0% |
| All | +1,124.0% | +465.5% | +658.5% | +569.4% |
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