+5,710.3%
AMD vs MCD
+215.7%
+5,494.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.8% | -16.5% | -16.9% |
| 7D | -28.6% | +8.0% | -36.6% | -31.1% |
| 30D | -37.7% | +19.6% | -57.3% | -42.9% |
| 3M | -16.1% | +2.2% | -18.3% | -17.4% |
| 6M | +13.8% | -1.1% | +15.0% | +12.3% |
| YTD | +88.8% | -7.2% | +96.1% | +91.6% |
| 1Y | +57.8% | -6.7% | +64.5% | +58.8% |
| 3Y | +260.3% | +11.6% | +248.7% | +213.1% |
| 5Y | +196.6% | +22.6% | +174.0% | +141.5% |
| All | +5,710.3% | +215.7% | +5,494.7% | +2,754.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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