+205.9%
MCD vs UUUU
+391.5%
-185.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -2.7% |
| 7D | -1.9% | -3.5% | +1.5% | -1.9% |
| 30D | +16.6% | -28.3% | +44.9% | +17.8% |
| 3M | +0.9% | -53.1% | +54.1% | +3.4% |
| 6M | +1.5% | -68.6% | +70.0% | +5.2% |
| YTD | -8.3% | -52.3% | +44.0% | -7.3% |
| 1Y | -8.1% | -55.8% | +47.7% | -6.9% |
| 3Y | +10.3% | -12.3% | +22.6% | +5.8% |
| 5Y | +23.4% | -36.9% | +60.3% | +17.6% |
| 10Y | +205.9% | +388.0% | -182.1% | +146.6% |
| All | +205.9% | +391.5% | -185.6% | +146.6% |
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