+3.4%
UUUU vs MDY
+14.6%
-11.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -6.8% |
| 7D | -10.5% | -1.9% | -8.6% | -6.7% |
| 30D | -10.5% | -4.6% | -5.9% | -0.2% |
| 3M | -14.1% | -1.2% | -12.9% | -10.8% |
| 6M | -35.5% | +9.2% | -44.7% | -43.7% |
| YTD | -10.9% | +13.1% | -24.0% | -24.4% |
| 1Y | +3.4% | +13.0% | -9.6% | -19.6% |
| All | +3.4% | +14.6% | -11.2% | -19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling