+1,263.7%
MU vs UUUU
+111.0%
+1,152.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.3% | +1.4% | -3.5% |
| 7D | +2.0% | -5.0% | +7.0% | +3.2% |
| 30D | +12.5% | -7.8% | +20.3% | +14.2% |
| 3M | +9.6% | -0.4% | +10.0% | +9.8% |
| 6M | +142.6% | -32.9% | +175.5% | +159.9% |
| YTD | +242.7% | -6.3% | +248.9% | +239.3% |
| 1Y | +599.3% | +7.9% | +591.4% | +548.8% |
| 3Y | +1,308.3% | +85.2% | +1,223.1% | +965.1% |
| 5Y | +1,263.7% | +97.0% | +1,166.8% | +876.2% |
| All | +1,263.7% | +111.0% | +1,152.7% | +876.2% |
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