+2,568.8%
MSFT vs UUUU
-96.4%
+2,665.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -1.3% | -1.1% | -0.2% | -1.2% |
| 30D | -1.8% | -21.0% | +19.1% | -0.5% |
| 3M | +5.6% | -54.8% | +60.4% | +10.5% |
| 6M | +29.8% | -67.3% | +97.2% | +37.9% |
| YTD | +9.0% | -54.7% | +63.7% | +12.6% |
| 1Y | +4.9% | -57.4% | +62.4% | +8.5% |
| 3Y | +46.2% | -19.6% | +65.9% | +41.5% |
| 5Y | +62.1% | -40.0% | +102.1% | +56.2% |
| 10Y | +899.6% | +364.1% | +535.5% | +728.7% |
| All | +2,568.8% | -96.4% | +2,665.2% | +2,175.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling