+13.8%
MSCI vs UUUU
-58.0%
+71.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.6% |
| 7D | -0.7% | +1.4% | -2.0% | -0.7% |
| 30D | +16.2% | -27.9% | +44.1% | +15.7% |
| 3M | +16.1% | -53.8% | +70.0% | +15.0% |
| 6M | +12.9% | -68.1% | +81.0% | +12.8% |
| YTD | +14.8% | -54.1% | +68.9% | +16.3% |
| 1Y | +13.8% | -57.8% | +71.6% | +15.2% |
| All | +13.8% | -58.0% | +71.8% | +15.2% |
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 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