-28.0%
TYL vs UUUU
+118.2%
-146.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.5% |
| 7D | -7.6% | +2.8% | -10.4% | -7.8% |
| 30D | +11.3% | +3.4% | +7.9% | +10.9% |
| 3M | +14.5% | -3.9% | +18.4% | +14.2% |
| 6M | -7.1% | -23.2% | +16.0% | -6.6% |
| YTD | -23.4% | +0.6% | -23.9% | -26.4% |
| 1Y | -38.6% | +22.9% | -61.4% | -43.9% |
| 3Y | -11.3% | +98.6% | -110.0% | -29.3% |
| 5Y | -28.0% | +130.2% | -158.2% | -45.6% |
| All | -28.0% | +118.2% | -146.2% | -45.6% |
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