-7.0%
MOS vs UUUU
+377.1%
-384.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.6% | -1.0% | -3.9% |
| 7D | -2.6% | +1.4% | -3.9% | -2.9% |
| 30D | +13.5% | -27.9% | +41.4% | +20.0% |
| 3M | -2.9% | -53.8% | +50.9% | +11.0% |
| 6M | -1.0% | -68.1% | +67.1% | +19.9% |
| YTD | -7.2% | -54.1% | +46.9% | +1.7% |
| 1Y | -11.4% | -57.8% | +46.4% | -2.1% |
| 3Y | -29.0% | -15.4% | -13.5% | -38.6% |
| 5Y | -34.0% | -39.2% | +5.2% | -43.0% |
| All | -7.0% | +377.1% | -384.2% | -60.5% |
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