+798.9%
TTMI vs UUUU
+88.5%
+710.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.8% | -0.1% |
| 7D | +6.0% | -5.0% | +11.0% | +7.2% |
| 30D | -6.4% | -7.8% | +1.4% | -5.0% |
| 3M | -28.9% | -0.4% | -28.5% | -28.8% |
| 6M | +26.9% | -32.9% | +59.8% | +36.0% |
| YTD | +77.3% | -6.3% | +83.6% | +77.4% |
| 1Y | +147.5% | +7.9% | +139.6% | +135.9% |
| 3Y | +847.6% | +85.2% | +762.4% | +669.3% |
| All | +798.9% | +88.5% | +710.4% | +591.3% |
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