+3,298.1%
MPC vs UUUU
-64.8%
+3,363.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.6% | +6.1% | +2.9% |
| 7D | +9.4% | +1.4% | +8.1% | +9.1% |
| 30D | -13.4% | -27.9% | +14.5% | -10.1% |
| 3M | +18.9% | -53.8% | +72.7% | +29.9% |
| 6M | +64.9% | -68.1% | +133.0% | +87.2% |
| YTD | +156.8% | -54.1% | +210.9% | +170.3% |
| 1Y | +113.2% | -57.8% | +171.0% | +125.7% |
| 3Y | +201.8% | -15.4% | +217.3% | +170.2% |
| 5Y | +601.4% | -39.2% | +640.6% | +525.2% |
| 10Y | +1,166.0% | +370.4% | +795.5% | +647.6% |
| All | +3,298.1% | -64.8% | +3,363.0% | +2,226.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling