+468.0%
UUUU vs MDY
+177.2%
+290.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -6.1% |
| 7D | -10.5% | -1.9% | -8.6% | -8.2% |
| 30D | -10.5% | -4.6% | -5.9% | -4.3% |
| 3M | -14.1% | -1.2% | -12.9% | -12.0% |
| 6M | -35.5% | +9.2% | -44.7% | -41.1% |
| YTD | -10.9% | +13.1% | -24.0% | -21.8% |
| 1Y | +3.4% | +13.0% | -9.6% | -9.2% |
| 3Y | +73.1% | +49.2% | +23.9% | +3.4% |
| 5Y | +87.1% | +47.2% | +39.9% | +22.8% |
| All | +468.0% | +177.2% | +290.8% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling