+309.8%
MOD vs UUUU
+99.2%
+210.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | +6.3% | +2.8% | +3.5% | +5.6% |
| 30D | -1.7% | +3.4% | -5.1% | -2.7% |
| 3M | -30.1% | -3.9% | -26.2% | -29.9% |
| 6M | +2.7% | -23.2% | +25.9% | +7.6% |
| YTD | +44.1% | +0.6% | +43.5% | +36.1% |
| 1Y | +38.7% | +22.9% | +15.9% | +17.3% |
| 3Y | +309.8% | +98.6% | +211.1% | +156.3% |
| All | +309.8% | +99.2% | +210.6% | +156.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling