+41.0%
MAS vs UUUU
-36.6%
+77.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.9% |
| 6M | +15.3% | -71.7% | +87.0% | +26.3% |
| YTD | +31.3% | -54.2% | +85.5% | +36.4% |
| 1Y | +34.9% | -56.0% | +90.8% | +40.0% |
| 3Y | +58.6% | -13.1% | +71.7% | +45.7% |
| All | +41.0% | -36.6% | +77.5% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling