+504.3%
MUU vs UUUU
-55.1%
+559.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.8% | -13.2% | -13.4% |
| 7D | -35.9% | -14.4% | -21.4% | -27.5% |
| 30D | -47.1% | -33.6% | -13.5% | -28.6% |
| 3M | -29.8% | -44.2% | +14.3% | +4.6% |
| 6M | +16.0% | -66.8% | +82.8% | +142.8% |
| YTD | +286.1% | -50.6% | +336.7% | +481.7% |
| 1Y | +504.3% | -57.8% | +562.1% | +916.6% |
| All | +504.3% | -55.1% | +559.4% | +916.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling