+1,196.1%
MKSI vs UUUU
-92.8%
+1,288.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +2.6% |
| 7D | +2.7% | -10.5% | +13.2% | +3.9% |
| 30D | -12.8% | -10.5% | -2.3% | -11.9% |
| 3M | -22.5% | -14.1% | -8.4% | -21.3% |
| 6M | +19.4% | -35.5% | +54.9% | +24.5% |
| YTD | +67.7% | -10.9% | +78.7% | +67.8% |
| 1Y | +131.4% | +3.4% | +128.1% | +124.8% |
| 3Y | +197.3% | +73.1% | +124.2% | +166.7% |
| 5Y | +87.0% | +87.1% | -0.2% | +62.9% |
| 10Y | +522.1% | +463.0% | +59.0% | +367.0% |
| All | +1,196.1% | -92.8% | +1,288.9% | +886.6% |
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