+193.4%
MCD vs UUUU
+370.7%
-177.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.6% |
| 7D | -1.6% | -1.1% | -0.6% | -1.6% |
| 30D | +14.1% | -21.0% | +35.1% | +15.0% |
| 3M | +0.6% | -54.8% | +55.4% | +3.2% |
| 6M | 0.0% | -67.3% | +67.4% | +3.6% |
| YTD | -9.3% | -54.7% | +45.4% | -8.0% |
| 1Y | -9.3% | -57.4% | +48.1% | -8.0% |
| 3Y | +8.6% | -19.6% | +28.2% | +4.5% |
| 5Y | +21.9% | -40.0% | +61.9% | +16.4% |
| All | +193.4% | +370.7% | -177.3% | +134.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling