+184.7%
MS vs UUUU
+96.9%
+87.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.2% |
| 7D | +1.4% | -1.4% | +2.7% | +1.5% |
| 30D | -0.3% | +16.3% | -16.6% | -1.9% |
| 3M | +0.3% | -16.7% | +17.0% | +1.4% |
| 6M | +31.3% | -33.7% | +65.0% | +34.6% |
| YTD | +24.7% | -0.5% | +25.1% | +22.2% |
| 1Y | +47.9% | +28.9% | +19.1% | +39.2% |
| All | +184.7% | +96.9% | +87.8% | +138.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling