+1,035.3%
MO vs UUUU
-92.5%
+1,127.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.3% | +7.6% | +1.5% |
| 7D | -1.0% | -5.0% | +4.0% | -0.9% |
| 30D | +5.8% | -7.8% | +13.6% | +5.9% |
| 3M | -4.5% | -0.4% | -4.1% | -4.7% |
| 6M | +5.7% | -32.9% | +38.6% | +6.3% |
| YTD | +23.1% | -6.3% | +29.4% | +22.4% |
| 1Y | +10.9% | +7.9% | +3.0% | +9.3% |
| 3Y | +96.1% | +85.2% | +10.9% | +88.3% |
| 5Y | +100.1% | +97.0% | +3.1% | +89.1% |
| 10Y | +114.0% | +492.6% | -378.7% | +90.2% |
| All | +1,035.3% | -92.5% | +1,127.8% | +935.8% |
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