-18.8%
MSFU vs UUUU
+3.5%
-22.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.8% |
| 7D | -1.8% | -10.5% | +8.7% | -0.4% |
| 30D | +0.5% | -10.5% | +11.0% | +1.7% |
| 3M | +51.9% | -14.1% | +66.0% | +52.6% |
| 6M | +35.0% | -35.5% | +70.4% | +38.4% |
| YTD | -9.0% | -10.9% | +1.9% | -6.9% |
| 1Y | -18.8% | +3.4% | -22.2% | -14.2% |
| All | -18.8% | +3.5% | -22.3% | -14.2% |
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