+102.2%
MO vs UUUU
+88.5%
+13.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.3% | +7.6% | +1.3% |
| 7D | -1.0% | -5.0% | +4.0% | -1.0% |
| 30D | +5.8% | -7.8% | +13.6% | +5.8% |
| 3M | -4.5% | -0.4% | -4.1% | -4.5% |
| 6M | +5.7% | -32.9% | +38.6% | +6.1% |
| YTD | +23.1% | -6.3% | +29.4% | +22.8% |
| 1Y | +10.9% | +7.9% | +3.0% | +9.9% |
| 3Y | +96.1% | +85.2% | +10.9% | +90.3% |
| All | +102.2% | +88.5% | +13.6% | +93.3% |
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