+27.5%
MSI vs UUUU
-55.1%
+82.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.2% |
| 7D | +2.8% | -14.4% | +17.2% | +3.2% |
| 30D | +9.1% | -33.6% | +42.8% | +10.4% |
| 3M | +12.5% | -44.2% | +56.7% | +14.2% |
| 6M | +14.2% | -66.8% | +81.0% | +18.2% |
| YTD | +30.7% | -50.6% | +81.3% | +34.8% |
| 1Y | +27.5% | -57.8% | +85.3% | +32.6% |
| All | +27.5% | -55.1% | +82.7% | +32.6% |
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 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