+24.4%
MKSI vs UUUU
-57.7%
+82.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.1% | +7.7% | +8.4% |
| 7D | -4.8% | -13.6% | +8.8% | +0.2% |
| 30D | -29.6% | -35.1% | +5.5% | -18.6% |
| 3M | -33.9% | -48.4% | +14.4% | -18.6% |
| 6M | -34.4% | -71.7% | +37.2% | -7.2% |
| YTD | +20.6% | -54.2% | +74.8% | +42.5% |
| 1Y | +24.4% | -56.0% | +80.3% | +47.4% |
| All | +24.4% | -57.7% | +82.1% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling