+103.5%
MTB vs UUUU
+88.5%
+15.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.8% | +1.0% |
| 7D | -0.4% | -5.0% | +4.6% | 0.0% |
| 30D | -4.6% | -7.8% | +3.2% | -4.1% |
| 3M | +7.4% | -0.4% | +7.9% | +6.9% |
| 6M | +18.7% | -32.9% | +51.6% | +21.3% |
| YTD | +21.1% | -6.3% | +27.3% | +18.3% |
| 1Y | +24.1% | +7.9% | +16.2% | +17.7% |
| 3Y | +115.3% | +85.2% | +30.2% | +84.0% |
| All | +103.5% | +88.5% | +15.0% | +66.4% |
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