+70.6%
MA vs UUUU
-12.8%
+83.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.3% |
| 7D | -1.8% | -3.5% | +1.7% | -1.8% |
| 30D | +11.0% | -28.3% | +39.3% | +11.0% |
| 3M | +17.9% | -53.1% | +71.0% | +17.8% |
| 6M | +33.2% | -68.6% | +101.7% | +33.5% |
| YTD | +16.5% | -52.3% | +68.8% | +15.2% |
| 1Y | +19.1% | -55.8% | +74.9% | +17.9% |
| All | +70.6% | -12.8% | +83.4% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling