+6,736.1%
MA vs UUUU
-96.4%
+6,832.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.7% | +1.4% |
| 7D | +1.3% | -1.1% | +2.4% | +1.3% |
| 30D | +9.6% | -21.0% | +30.6% | +11.1% |
| 3M | +16.8% | -54.8% | +71.6% | +22.3% |
| 6M | +35.2% | -67.3% | +102.5% | +43.7% |
| YTD | +16.6% | -54.7% | +71.2% | +19.6% |
| 1Y | +19.8% | -57.4% | +77.2% | +23.1% |
| 3Y | +70.7% | -19.6% | +90.3% | +62.3% |
| 5Y | +87.4% | -40.0% | +127.4% | +77.3% |
| 10Y | +570.0% | +364.1% | +206.0% | +417.7% |
| All | +6,736.1% | -96.4% | +6,832.4% | +5,661.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling