+209.8%
MGY vs UUUU
+773.7%
-563.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.8% |
| 7D | +1.8% | -5.0% | +6.8% | +2.7% |
| 30D | +6.5% | -7.8% | +14.3% | +7.6% |
| 3M | +0.3% | -0.4% | +0.8% | -1.1% |
| 6M | -2.4% | -32.9% | +30.5% | +1.2% |
| YTD | +29.0% | -6.3% | +35.2% | +21.7% |
| 1Y | +17.0% | +7.9% | +9.1% | +3.0% |
| 3Y | +26.2% | +85.2% | -59.0% | -10.0% |
| 5Y | +92.3% | +97.0% | -4.6% | +26.4% |
| All | +209.8% | +773.7% | -563.9% | +38.2% |
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