+110.9%
MO vs UUUU
+465.5%
-354.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.5% |
| 7D | +0.1% | -10.5% | +10.6% | +0.5% |
| 30D | +7.1% | -10.5% | +17.6% | +7.5% |
| 3M | -2.0% | -14.1% | +12.2% | -1.6% |
| 6M | +7.3% | -35.5% | +42.8% | +8.5% |
| YTD | +23.5% | -10.9% | +34.4% | +22.3% |
| 1Y | +11.0% | +3.4% | +7.6% | +8.2% |
| 3Y | +95.0% | +73.1% | +21.9% | +81.0% |
| 5Y | +100.6% | +87.1% | +13.5% | +79.2% |
| All | +110.9% | +465.5% | -354.6% | +58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling