+346.6%
MAS vs UUUU
-92.0%
+438.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | -0.8% | -1.4% | +0.6% | -0.6% |
| 30D | -5.6% | +16.3% | -21.9% | -6.7% |
| 3M | +4.4% | -16.7% | +21.1% | +5.4% |
| 6M | +7.2% | -33.7% | +40.9% | +9.6% |
| YTD | +16.1% | -0.5% | +16.6% | +14.1% |
| 1Y | +0.1% | +28.9% | -28.8% | -4.8% |
| 3Y | +28.3% | +99.9% | -71.6% | +14.5% |
| 5Y | +30.5% | +135.3% | -104.8% | +11.4% |
| 10Y | +139.1% | +518.4% | -379.2% | +73.4% |
| All | +346.6% | -92.0% | +438.6% | +202.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling