+310.8%
MKC vs UUUU
-92.0%
+402.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | -4.3% | +1.8% | -6.1% | -4.4% |
| 30D | -3.1% | +1.8% | -4.9% | -3.2% |
| 3M | +6.8% | +1.3% | +5.6% | +6.6% |
| 6M | -18.3% | -26.8% | +8.4% | -18.1% |
| YTD | -23.1% | +0.1% | -23.1% | -23.7% |
| 1Y | -23.7% | +11.2% | -34.9% | -24.8% |
| 3Y | -31.0% | +97.7% | -128.7% | -33.9% |
| 5Y | -33.5% | +127.3% | -160.9% | -37.5% |
| 10Y | +30.3% | +532.6% | -502.3% | +14.4% |
| All | +310.8% | -92.0% | +402.8% | +260.6% |
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 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