+27.6%
MCK vs UUUU
-55.1%
+82.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.8% | +6.9% |
| 7D | +11.3% | -14.4% | +25.8% | +10.4% |
| 30D | +16.8% | -33.6% | +50.5% | +14.6% |
| 3M | +28.9% | -44.2% | +73.1% | +25.7% |
| 6M | +32.7% | -66.8% | +99.5% | +28.0% |
| YTD | +30.8% | -50.6% | +81.4% | +26.4% |
| 1Y | +27.6% | -57.8% | +85.4% | +22.6% |
| All | +27.6% | -55.1% | +82.7% | +22.6% |
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 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