+611.5%
MSCI vs UUUU
+495.2%
+116.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | -0.7% |
| 7D | -4.7% | -5.0% | +0.3% | -4.3% |
| 30D | -2.2% | -7.8% | +5.6% | -1.6% |
| 3M | -9.7% | -0.4% | -9.3% | -10.3% |
| 6M | +0.3% | -32.9% | +33.2% | +2.6% |
| YTD | -3.5% | -6.3% | +2.8% | -5.9% |
| 1Y | -1.4% | +7.9% | -9.3% | -6.9% |
| 3Y | +6.6% | +85.2% | -78.6% | -9.8% |
| 5Y | -10.9% | +97.0% | -107.9% | -28.1% |
| All | +611.5% | +495.2% | +116.3% | +339.2% |
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 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