+19.4%
MCD vs UUUU
+132.1%
-112.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -2.9% | +1.8% | -4.7% | -2.9% |
| 30D | -6.7% | +1.8% | -8.6% | -6.8% |
| 3M | -9.6% | +1.3% | -10.8% | -9.6% |
| 6M | -22.3% | -26.8% | +4.5% | -22.1% |
| YTD | -15.4% | +0.1% | -15.5% | -15.9% |
| 1Y | -16.8% | +11.2% | -28.0% | -17.7% |
| 3Y | -2.4% | +97.7% | -100.1% | -5.9% |
| 5Y | +19.4% | +127.3% | -108.0% | +13.8% |
| All | +19.4% | +132.1% | -112.7% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling