+415.0%
MAS vs UUUU
-96.4%
+511.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -8.2% | +4.8% | -2.8% |
| 7D | +4.6% | -19.9% | +24.5% | +6.2% |
| 30D | +19.9% | -41.5% | +61.4% | +24.5% |
| 3M | +8.9% | -47.0% | +55.9% | +13.7% |
| 6M | +20.2% | -68.7% | +88.8% | +29.8% |
| YTD | +33.9% | -54.7% | +88.6% | +39.0% |
| 1Y | +34.7% | -59.3% | +94.0% | +40.5% |
| 3Y | +60.4% | -17.0% | +77.4% | +52.7% |
| 5Y | +43.5% | -35.9% | +79.3% | +35.3% |
| 10Y | +226.7% | +399.2% | -172.5% | +141.6% |
| All | +415.0% | -96.4% | +511.3% | +268.6% |
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 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