+6,983.2%
MU vs UUUU
-96.4%
+7,079.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.3% |
| 7D | +12.8% | -1.1% | +13.8% | +13.0% |
| 30D | -14.9% | -21.0% | +6.1% | -11.9% |
| 3M | -18.0% | -54.8% | +36.8% | -8.9% |
| 6M | -3.1% | -67.3% | +64.2% | +12.8% |
| YTD | +172.9% | -54.7% | +227.6% | +200.1% |
| 1Y | +228.8% | -57.4% | +286.3% | +263.9% |
| 3Y | +950.8% | -19.6% | +970.5% | +915.1% |
| 5Y | +931.3% | -40.0% | +971.3% | +893.2% |
| 10Y | +4,417.7% | +364.1% | +4,053.6% | +2,969.8% |
| All | +6,983.2% | -96.4% | +7,079.6% | +4,328.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling