-45.5%
MUZ vs UUUU
-52.7%
+7.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +9.8% | -22.5% | +0.3% |
| 7D | +14.0% | -1.1% | +15.1% | +17.9% |
| 30D | +57.6% | -26.6% | +84.2% | +17.8% |
| 3M | -3.1% | -48.3% | +45.2% | -54.3% |
| All | -45.5% | -52.7% | +7.1% | -66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling