+215.9%
MAS vs UUUU
+404.5%
-188.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | +2.0% | -13.6% | +15.6% | +3.1% |
| 30D | +19.4% | -35.1% | +54.5% | +23.4% |
| 3M | +9.4% | -48.4% | +57.8% | +15.0% |
| 6M | +15.3% | -71.7% | +87.0% | +26.6% |
| YTD | +31.3% | -54.2% | +85.5% | +36.7% |
| 1Y | +34.9% | -56.0% | +90.8% | +40.3% |
| 3Y | +58.6% | -13.1% | +71.7% | +48.1% |
| 5Y | +40.7% | -35.2% | +75.9% | +29.8% |
| All | +215.9% | +404.5% | -188.7% | +120.6% |
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