-8.1%
MCD vs UUUU
-56.8%
+48.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -2.5% |
| 7D | -1.9% | -3.5% | +1.5% | -2.0% |
| 30D | +16.6% | -28.3% | +44.9% | +15.4% |
| 3M | +0.9% | -53.1% | +54.1% | -1.5% |
| 6M | +1.5% | -68.6% | +70.0% | -1.7% |
| YTD | -8.3% | -52.3% | +44.0% | -7.9% |
| 1Y | -8.1% | -55.8% | +47.7% | -7.9% |
| All | -8.1% | -56.8% | +48.7% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling