+13.3%
MCD vs UUUU
-15.0%
+28.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.8% | +8.1% | +0.2% |
| 7D | +7.3% | -6.9% | +14.2% | +7.2% |
| 30D | +20.0% | -32.3% | +52.3% | +19.5% |
| 3M | +3.8% | -52.8% | +56.7% | +3.1% |
| 6M | +3.8% | -68.5% | +72.2% | +2.9% |
| YTD | -5.9% | -53.6% | +47.8% | -6.5% |
| 1Y | -3.2% | -59.1% | +55.9% | -3.9% |
| 3Y | +13.3% | -14.7% | +28.0% | +13.1% |
| All | +13.3% | -15.0% | +28.3% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling