+84.3%
MKSI vs UUUU
+79.1%
+5.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +3.4% |
| 7D | +2.7% | -10.5% | +13.2% | +5.5% |
| 30D | -12.8% | -10.5% | -2.3% | -10.7% |
| 3M | -22.5% | -14.1% | -8.4% | -19.8% |
| 6M | +19.4% | -35.5% | +54.9% | +30.6% |
| YTD | +67.7% | -10.9% | +78.7% | +65.3% |
| 1Y | +131.4% | +3.4% | +128.1% | +109.2% |
| 3Y | +197.3% | +73.1% | +124.2% | +109.9% |
| All | +84.3% | +79.1% | +5.2% | +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