+834.9%
MSCI vs UUUU
+377.1%
+457.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.2% |
| 7D | -0.7% | +1.4% | -2.0% | -0.9% |
| 30D | +16.2% | -27.9% | +44.1% | +19.5% |
| 3M | +16.1% | -53.8% | +70.0% | +24.2% |
| 6M | +12.9% | -68.1% | +81.0% | +24.3% |
| YTD | +14.8% | -54.1% | +68.9% | +19.2% |
| 1Y | +13.8% | -57.8% | +71.6% | +18.6% |
| 3Y | +31.2% | -15.4% | +46.7% | +19.3% |
| 5Y | +5.6% | -39.2% | +44.8% | -4.9% |
| All | +834.9% | +377.1% | +457.8% | +499.9% |
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 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