+1,707.1%
MCK vs UUUU
-92.8%
+1,800.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.3% |
| 7D | -2.9% | -10.5% | +7.6% | -2.5% |
| 30D | +0.4% | -10.5% | +10.9% | +0.8% |
| 3M | +12.1% | -14.1% | +26.2% | +12.5% |
| 6M | -5.4% | -35.5% | +30.0% | -4.4% |
| YTD | +7.8% | -10.9% | +18.7% | +6.8% |
| 1Y | +22.9% | +3.4% | +19.6% | +20.2% |
| 3Y | +110.7% | +73.1% | +37.6% | +97.2% |
| 5Y | +346.2% | +87.1% | +259.0% | +307.1% |
| 10Y | +440.1% | +463.0% | -22.9% | +344.0% |
| All | +1,707.1% | -92.8% | +1,800.0% | +1,376.9% |
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