+176.9%
MCD vs UUUU
+465.5%
-288.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -1.2% | -10.5% | +9.3% | -0.9% |
| 30D | -7.8% | -10.5% | +2.8% | -7.5% |
| 3M | -10.7% | -14.1% | +3.4% | -10.4% |
| 6M | -21.3% | -35.5% | +14.2% | -20.5% |
| YTD | -15.8% | -10.9% | -4.8% | -16.5% |
| 1Y | -16.0% | +3.4% | -19.4% | -17.8% |
| 3Y | -3.0% | +73.1% | -76.1% | -9.0% |
| 5Y | +18.6% | +87.1% | -68.5% | +7.7% |
| All | +176.9% | +465.5% | -288.6% | +117.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling