+61.7%
MAS vs UUUU
-19.2%
+80.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -8.2% | +4.8% | -3.1% |
| 7D | +4.6% | -19.9% | +24.5% | +5.6% |
| 30D | +19.9% | -41.5% | +61.4% | +22.8% |
| 3M | +8.9% | -47.0% | +55.9% | +12.0% |
| 6M | +20.2% | -68.7% | +88.8% | +25.8% |
| YTD | +33.9% | -54.7% | +88.6% | +37.5% |
| 1Y | +34.7% | -59.3% | +94.0% | +38.7% |
| All | +61.7% | -19.2% | +80.9% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling