+38.3%
MAS vs UUUU
-40.6%
+79.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.3% |
| 7D | +3.0% | -1.1% | +4.0% | +3.0% |
| 30D | +22.4% | -21.0% | +43.4% | +24.5% |
| 3M | +14.5% | -54.8% | +69.3% | +21.5% |
| 6M | +27.1% | -67.3% | +94.5% | +37.7% |
| YTD | +35.8% | -54.7% | +90.4% | +41.1% |
| 1Y | +39.4% | -57.4% | +96.8% | +45.1% |
| 3Y | +60.3% | -19.6% | +79.9% | +48.7% |
| All | +38.3% | -40.6% | +79.0% | +20.7% |
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