+73.9%
MSFT vs UUUU
+79.1%
-5.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.2% |
| 7D | -0.8% | -10.5% | +9.7% | +0.3% |
| 30D | +0.8% | -10.5% | +11.3% | +1.8% |
| 3M | +27.2% | -14.1% | +41.3% | +28.5% |
| 6M | +22.9% | -35.5% | +58.4% | +26.7% |
| YTD | +3.1% | -10.9% | +14.1% | +1.4% |
| 1Y | -0.3% | +3.4% | -3.6% | -5.7% |
| 3Y | +50.1% | +73.1% | -23.0% | +25.5% |
| All | +73.9% | +79.1% | -5.2% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling