+217.0%
MAS vs UUUU
+391.5%
-174.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.1% |
| 7D | -1.8% | -3.5% | +1.7% | -1.6% |
| 30D | +23.6% | -28.3% | +51.8% | +26.7% |
| 3M | +12.4% | -53.1% | +65.5% | +19.1% |
| 6M | +21.9% | -68.6% | +90.4% | +32.7% |
| YTD | +36.1% | -52.3% | +88.5% | +41.2% |
| 1Y | +39.5% | -55.8% | +95.3% | +45.1% |
| 3Y | +59.1% | -12.3% | +71.4% | +48.6% |
| 5Y | +44.4% | -36.9% | +81.3% | +33.6% |
| 10Y | +217.0% | +388.0% | -171.0% | +120.1% |
| All | +217.0% | +391.5% | -174.5% | +120.1% |
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 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