+170.1%
MTB vs UUUU
+465.5%
-295.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.8% |
| 7D | 0.0% | -10.5% | +10.5% | +1.0% |
| 30D | -4.8% | -10.5% | +5.7% | -4.0% |
| 3M | +6.0% | -14.1% | +20.1% | +6.8% |
| 6M | +19.6% | -35.5% | +55.1% | +22.9% |
| YTD | +21.5% | -10.9% | +32.4% | +19.3% |
| 1Y | +24.7% | +3.4% | +21.4% | +18.8% |
| 3Y | +108.6% | +73.1% | +35.4% | +80.3% |
| 5Y | +106.7% | +87.1% | +19.6% | +69.3% |
| All | +170.1% | +465.5% | -295.4% | +67.0% |
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