-1.2%
MSCI vs UUUU
+17.3%
-18.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | -1.1% | +1.8% | -2.9% | -1.1% |
| 30D | -1.2% | +1.8% | -3.0% | -1.2% |
| 3M | -8.4% | +1.3% | -9.6% | -8.2% |
| 6M | -1.0% | -26.8% | +25.7% | -0.4% |
| YTD | -2.3% | +0.1% | -2.3% | -2.1% |
| 1Y | -1.2% | +11.2% | -12.4% | -0.6% |
| All | -1.2% | +17.3% | -18.5% | -0.6% |
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