+12.6%
MOS vs UUUU
+519.5%
-506.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.4% |
| 7D | +7.1% | +2.8% | +4.2% | +6.5% |
| 30D | +15.0% | +3.4% | +11.7% | +14.0% |
| 3M | +24.1% | -3.9% | +28.0% | +23.9% |
| 6M | +2.7% | -23.2% | +25.9% | +5.5% |
| YTD | +12.2% | +0.6% | +11.6% | +7.2% |
| 1Y | -16.3% | +22.9% | -39.1% | -25.7% |
| 3Y | -23.3% | +98.6% | -121.9% | -43.2% |
| 5Y | -4.2% | +130.2% | -134.4% | -36.1% |
| 10Y | +12.6% | +519.5% | -506.9% | -54.4% |
| All | +12.6% | +519.5% | -506.9% | -54.4% |
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