+9,150.3%
MU vs UUUU
-92.0%
+9,242.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +6.0% |
| 7D | +9.0% | -1.4% | +10.3% | +9.2% |
| 30D | +13.8% | +16.3% | -2.5% | +11.2% |
| 3M | +2.1% | -16.7% | +18.8% | +4.8% |
| 6M | +153.8% | -33.7% | +187.5% | +166.6% |
| YTD | +256.4% | -0.5% | +256.9% | +252.3% |
| 1Y | +719.8% | +28.9% | +690.9% | +669.6% |
| 3Y | +1,360.4% | +99.9% | +1,260.5% | +1,143.6% |
| 5Y | +1,312.4% | +135.3% | +1,177.1% | +1,032.9% |
| 10Y | +6,142.6% | +518.4% | +5,624.2% | +3,886.3% |
| All | +9,150.3% | -92.0% | +9,242.3% | +5,098.2% |
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 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