+49.1%
MSFT vs UUUU
+83.7%
-34.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.6% |
| 7D | -3.5% | -5.0% | +1.6% | -3.1% |
| 30D | -2.1% | -7.8% | +5.7% | -1.7% |
| 3M | +24.2% | -0.4% | +24.6% | +23.6% |
| 6M | +21.9% | -32.9% | +54.7% | +23.6% |
| YTD | +2.5% | -6.3% | +8.7% | +1.7% |
| 1Y | -0.8% | +7.9% | -8.7% | -3.6% |
| All | +49.1% | +83.7% | -34.6% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling