+22.5%
MA vs UUUU
-55.1%
+77.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.8% | +3.9% |
| 7D | +10.2% | -14.4% | +24.6% | +9.5% |
| 30D | +19.3% | -33.6% | +53.0% | +17.4% |
| 3M | +18.0% | -44.2% | +62.1% | +15.4% |
| 6M | +33.7% | -66.8% | +100.5% | +29.0% |
| YTD | +18.6% | -50.6% | +69.2% | +14.0% |
| 1Y | +22.5% | -57.8% | +80.3% | +17.8% |
| All | +22.5% | -55.1% | +77.6% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling