+597.6%
MSI vs UUUU
+495.2%
+102.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.3% | +7.2% | +1.3% |
| 7D | -1.8% | -5.0% | +3.2% | -1.4% |
| 30D | -0.6% | -7.8% | +7.1% | -0.2% |
| 3M | +13.0% | -0.4% | +13.5% | +12.6% |
| 6M | +0.5% | -32.9% | +33.4% | +2.5% |
| YTD | +21.7% | -6.3% | +28.0% | +19.9% |
| 1Y | -2.6% | +7.9% | -10.5% | -6.1% |
| 3Y | +69.7% | +85.2% | -15.5% | +51.3% |
| 5Y | +102.8% | +97.0% | +5.8% | +73.9% |
| All | +597.6% | +495.2% | +102.5% | +394.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling