+56.0%
MAS vs UUUU
-11.4%
+67.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | +2.4% | -13.6% | +16.0% | +3.0% |
| 30D | +19.8% | -35.1% | +54.9% | +22.2% |
| 3M | +9.8% | -48.4% | +58.2% | +13.1% |
| 6M | +15.8% | -71.7% | +87.5% | +21.7% |
| YTD | +31.8% | -54.2% | +86.0% | +35.4% |
| 1Y | +35.4% | -56.0% | +91.3% | +39.1% |
| All | +56.0% | -11.4% | +67.4% | +48.4% |
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