+19.0%
MSCI vs UUUU
-55.1%
+74.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.2% | +5.4% |
| 7D | +11.5% | -14.4% | +25.9% | +11.2% |
| 30D | +22.1% | -33.6% | +55.7% | +21.4% |
| 3M | +18.4% | -44.2% | +62.6% | +17.4% |
| 6M | +16.6% | -66.8% | +83.4% | +16.3% |
| YTD | +18.8% | -50.6% | +69.5% | +20.9% |
| 1Y | +19.0% | -57.8% | +76.8% | +20.3% |
| All | +19.0% | -55.1% | +74.1% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling