+1,520.5%
MOD vs UUUU
+519.5%
+1,001.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | +6.3% | +2.8% | +3.5% | +5.8% |
| 30D | -1.7% | +3.4% | -5.1% | -2.4% |
| 3M | -30.1% | -3.9% | -26.2% | -29.8% |
| 6M | +2.7% | -23.2% | +25.9% | +6.7% |
| YTD | +44.1% | +0.6% | +43.5% | +39.7% |
| 1Y | +38.7% | +22.9% | +15.9% | +26.5% |
| 3Y | +309.8% | +98.6% | +211.1% | +226.6% |
| 5Y | +1,569.7% | +130.2% | +1,439.5% | +1,122.6% |
| 10Y | +1,520.5% | +519.5% | +1,001.0% | +717.6% |
| All | +1,520.5% | +519.5% | +1,001.0% | +717.6% |
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