+427.0%
MCK vs UUUU
+465.5%
-38.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.4% |
| 7D | -2.9% | -10.5% | +7.6% | -2.3% |
| 30D | +0.4% | -10.5% | +10.9% | +1.0% |
| 3M | +12.1% | -14.1% | +26.2% | +12.7% |
| 6M | -5.4% | -35.5% | +30.0% | -3.9% |
| YTD | +7.8% | -10.9% | +18.7% | +6.1% |
| 1Y | +22.9% | +3.4% | +19.6% | +18.3% |
| 3Y | +110.7% | +73.1% | +37.6% | +88.6% |
| 5Y | +346.2% | +87.1% | +259.0% | +279.2% |
| All | +427.0% | +465.5% | -38.5% | +224.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling