-3.5%
MSFU vs UUUU
-55.1%
+51.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.8% | +14.3% | +13.6% |
| 7D | +8.2% | -14.4% | +22.6% | +11.3% |
| 30D | +10.2% | -33.6% | +43.8% | +18.3% |
| 3M | +22.9% | -44.2% | +67.1% | +35.1% |
| 6M | +63.2% | -66.8% | +130.0% | +91.2% |
| YTD | +11.7% | -50.6% | +62.3% | +24.9% |
| 1Y | -3.5% | -57.8% | +54.3% | +10.7% |
| All | -3.5% | -55.1% | +51.6% | +10.7% |
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 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