+70.7%
MSFU vs UUUU
+100.7%
-30.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -2.3% | +1.8% | -4.2% | -2.6% |
| 30D | -6.3% | +1.8% | -8.1% | -6.8% |
| 3M | +40.0% | +1.3% | +38.7% | +38.3% |
| 6M | +30.1% | -26.8% | +56.9% | +33.6% |
| YTD | -10.3% | +0.1% | -10.4% | -13.5% |
| 1Y | -19.0% | +11.2% | -30.3% | -25.9% |
| 3Y | +25.8% | +97.7% | -71.9% | -7.8% |
| All | +70.7% | +100.7% | -30.0% | +20.1% |
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 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