+453.7%
MP vs UUUU
+813.7%
-360.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +3.0% | +2.8% | +0.2% | +1.8% |
| 30D | +8.3% | +3.4% | +4.9% | +6.7% |
| 3M | -3.8% | -3.9% | 0.0% | -2.1% |
| 6M | -4.9% | -23.2% | +18.3% | +6.6% |
| YTD | +9.6% | +0.6% | +9.0% | +8.0% |
| 1Y | -11.7% | +22.9% | -34.6% | -20.4% |
| 3Y | +158.5% | +98.6% | +59.9% | +72.3% |
| 5Y | +68.9% | +130.2% | -61.3% | -0.2% |
| All | +453.7% | +813.7% | -360.0% | +92.5% |
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