+2,416.3%
MSFT vs UUUU
-91.9%
+2,508.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.2% |
| 7D | -1.4% | +2.8% | -4.2% | -1.6% |
| 30D | -1.0% | +3.4% | -4.4% | -1.3% |
| 3M | +20.2% | -3.9% | +24.1% | +20.1% |
| 6M | +21.3% | -23.2% | +44.4% | +22.2% |
| YTD | +2.8% | +0.6% | +2.2% | +1.4% |
| 1Y | 0.0% | +22.9% | -22.9% | -3.5% |
| 3Y | +51.2% | +98.6% | -47.4% | +38.6% |
| 5Y | +71.4% | +130.2% | -58.8% | +52.9% |
| 10Y | +868.6% | +519.5% | +349.1% | +678.7% |
| All | +2,416.3% | -91.9% | +2,508.2% | +1,948.6% |
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 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