+905.5%
MCD vs UUUU
-92.0%
+997.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.5% |
| 7D | -2.8% | -1.4% | -1.5% | -2.8% |
| 30D | -6.0% | +16.3% | -22.3% | -6.4% |
| 3M | -5.6% | -16.7% | +11.1% | -5.3% |
| 6M | -21.9% | -33.7% | +11.8% | -21.3% |
| YTD | -14.7% | -0.5% | -14.2% | -15.4% |
| 1Y | -17.3% | +28.9% | -46.1% | -18.8% |
| 3Y | -2.2% | +99.9% | -102.0% | -6.3% |
| 5Y | +20.3% | +135.3% | -115.0% | +13.0% |
| 10Y | +180.7% | +518.4% | -337.7% | +148.0% |
| All | +905.5% | -92.0% | +997.5% | +789.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling