+216.6%
MAS vs UUUU
+378.0%
-161.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.8% | +6.5% | -0.7% |
| 7D | +3.6% | -6.9% | +10.5% | +4.1% |
| 30D | +23.8% | -32.3% | +56.1% | +27.6% |
| 3M | +14.4% | -52.8% | +67.3% | +21.2% |
| 6M | +19.7% | -68.5% | +88.2% | +30.3% |
| YTD | +36.0% | -53.6% | +89.6% | +41.3% |
| 1Y | +40.4% | -59.1% | +99.5% | +46.9% |
| 3Y | +58.9% | -14.7% | +73.6% | +48.7% |
| 5Y | +44.5% | -35.4% | +80.0% | +33.4% |
| All | +216.6% | +378.0% | -161.4% | +120.3% |
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