+88.0%
UUUU vs TCOM
+28.3%
+59.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.1% | -6.0% |
| 7D | -5.0% | -6.5% | +1.5% | -3.4% |
| 30D | -7.8% | -16.2% | +8.5% | -3.7% |
| 3M | -0.4% | -19.3% | +18.9% | +4.5% |
| 6M | -32.9% | -27.2% | -5.7% | -27.5% |
| YTD | -6.3% | -46.2% | +39.9% | +8.0% |
| 1Y | +7.9% | -46.6% | +54.5% | +24.3% |
| 3Y | +85.2% | +8.4% | +76.8% | +66.1% |
| All | +88.0% | +28.3% | +59.7% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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