+433.8%
MAR vs UUUU
+465.5%
-31.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.2% |
| 7D | -0.5% | -10.5% | +10.0% | +0.5% |
| 30D | -5.4% | -10.5% | +5.1% | -4.6% |
| 3M | -15.5% | -14.1% | -1.4% | -14.7% |
| 6M | +3.0% | -35.5% | +38.4% | +5.9% |
| YTD | +8.5% | -10.9% | +19.5% | +5.9% |
| 1Y | +26.0% | +3.4% | +22.6% | +18.5% |
| 3Y | +68.6% | +73.1% | -4.5% | +41.7% |
| 5Y | +157.4% | +87.1% | +70.2% | +104.3% |
| All | +433.8% | +465.5% | -31.7% | +238.3% |
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