+380.3%
MCO vs UUUU
+465.5%
-85.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.1% |
| 7D | -3.8% | -10.5% | +6.7% | -2.9% |
| 30D | -0.4% | -10.5% | +10.1% | +0.4% |
| 3M | +7.7% | -14.1% | +21.9% | +8.6% |
| 6M | +7.0% | -35.5% | +42.5% | +9.7% |
| YTD | -6.4% | -10.9% | +4.5% | -8.3% |
| 1Y | -7.6% | +3.4% | -11.0% | -12.6% |
| 3Y | +43.2% | +73.1% | -29.9% | +22.6% |
| 5Y | +29.6% | +87.1% | -57.6% | +5.3% |
| All | +380.3% | +465.5% | -85.2% | +191.4% |
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