+160.4%
MS vs UUUU
-18.4%
+178.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.7% |
| 7D | -1.6% | -13.6% | +12.1% | 0.0% |
| 30D | -3.8% | -35.1% | +31.3% | +0.6% |
| 3M | -14.6% | -48.4% | +33.8% | -8.9% |
| 6M | -5.1% | -71.7% | +66.6% | +6.3% |
| YTD | +4.5% | -54.2% | +58.7% | +10.7% |
| 1Y | +13.5% | -56.0% | +69.5% | +20.2% |
| 3Y | +160.4% | -13.1% | +173.5% | +136.2% |
| All | +160.4% | -18.4% | +178.8% | +136.2% |
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 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