+88.0%
MSFU vs UUUU
-9.1%
+97.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | -2.8% | -1.1% | -1.7% | -2.6% |
| 30D | -5.3% | -21.0% | +15.7% | -1.5% |
| 3M | +7.2% | -54.8% | +62.0% | +21.7% |
| 6M | +51.0% | -67.3% | +118.3% | +78.4% |
| YTD | -1.2% | -54.7% | +53.4% | +8.5% |
| 1Y | -10.3% | -57.4% | +47.1% | -1.0% |
| 3Y | +22.2% | -19.6% | +41.9% | +7.3% |
| All | +88.0% | -9.1% | +97.1% | +50.6% |
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 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