+214.8%
MAS vs SPXU
-99.5%
+314.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -0.9% |
| 7D | +3.6% | +0.5% | +3.1% | +4.4% |
| 30D | +23.8% | +10.9% | +12.9% | +29.1% |
| 3M | +14.4% | +9.6% | +4.8% | +19.2% |
| 6M | +19.7% | -4.7% | +24.4% | +20.3% |
| YTD | +36.0% | -24.6% | +60.5% | +28.0% |
| 1Y | +40.4% | -24.7% | +65.1% | +32.4% |
| 3Y | +58.9% | -80.0% | +139.0% | +5.0% |
| 5Y | +44.5% | -83.5% | +128.0% | +5.2% |
| 10Y | +214.8% | -99.5% | +314.2% | -20.9% |
| All | +214.8% | -99.5% | +314.2% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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