+503.0%
MA vs UUUU
+465.5%
+37.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.1% |
| 7D | -1.7% | -10.5% | +8.8% | -0.9% |
| 30D | +1.7% | -10.5% | +12.2% | +2.4% |
| 3M | +17.2% | -14.1% | +31.3% | +18.0% |
| 6M | +13.3% | -35.5% | +48.8% | +15.9% |
| YTD | +0.2% | -10.9% | +11.1% | -2.0% |
| 1Y | -2.7% | +3.4% | -6.1% | -7.8% |
| 3Y | +39.1% | +73.1% | -34.1% | +19.6% |
| 5Y | +68.8% | +87.1% | -18.4% | +37.4% |
| All | +503.0% | +465.5% | +37.5% | +272.7% |
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