+27.7%
MTB vs UUUU
-55.1%
+82.9%
-17.0%
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 | +2.0% | -14.4% | +16.4% | +2.5% |
| 30D | +2.9% | -33.6% | +36.6% | +4.1% |
| 3M | -10.7% | -44.2% | +33.5% | -9.2% |
| 6M | +6.3% | -66.8% | +73.1% | +9.8% |
| YTD | +13.8% | -50.6% | +64.4% | +14.7% |
| 1Y | +27.7% | -57.8% | +85.5% | +29.6% |
| All | +27.7% | -55.1% | +82.9% | +29.6% |
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