-18.3%
MKC vs UUUU
-55.1%
+36.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.3% | +5.4% |
| 7D | +9.6% | -14.4% | +24.0% | +8.6% |
| 30D | +12.0% | -33.6% | +45.7% | +9.6% |
| 3M | -2.0% | -44.2% | +42.2% | -4.9% |
| 6M | +7.2% | -66.8% | +74.0% | +1.3% |
| YTD | -23.7% | -50.6% | +26.9% | -24.7% |
| 1Y | -18.3% | -57.8% | +39.5% | -20.0% |
| All | -18.3% | -55.1% | +36.8% | -20.0% |
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