+542.0%
MS vs UUUU
+370.7%
+171.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.0% |
| 7D | +5.1% | -1.1% | +6.1% | +5.1% |
| 30D | +5.7% | -21.0% | +26.7% | +8.8% |
| 3M | -12.2% | -54.8% | +42.6% | -3.0% |
| 6M | -0.5% | -67.3% | +66.8% | +13.8% |
| YTD | +9.8% | -54.7% | +64.5% | +17.7% |
| 1Y | +17.7% | -57.4% | +75.2% | +26.6% |
| 3Y | +176.8% | -19.6% | +196.5% | +155.3% |
| 5Y | +123.7% | -40.0% | +163.7% | +103.1% |
| All | +542.0% | +370.7% | +171.3% | +262.3% |
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 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