+26.1%
MMM vs UUUU
+132.1%
-105.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -2.6% | +1.8% | -4.4% | -2.7% |
| 30D | -9.3% | +1.8% | -11.1% | -9.5% |
| 3M | +5.6% | +1.3% | +4.3% | +5.1% |
| 6M | +9.5% | -26.8% | +36.2% | +10.6% |
| YTD | +4.1% | +0.1% | +4.1% | +2.1% |
| 1Y | +9.4% | +11.2% | -1.9% | +5.0% |
| 3Y | +101.0% | +97.7% | +3.3% | +78.0% |
| 5Y | +26.1% | +127.3% | -101.2% | +9.3% |
| All | +26.1% | +132.1% | -105.9% | +9.3% |
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