+211.7%
MCD vs ACWI
+219.0%
-7.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.1% | -2.4% | +9.5% | +8.7% |
| 30D | +19.8% | -5.2% | +25.0% | +23.6% |
| 3M | +0.8% | -4.8% | +5.6% | +3.8% |
| 6M | -1.3% | -1.3% | 0.0% | -1.1% |
| YTD | -7.8% | +8.4% | -16.1% | -13.2% |
| 1Y | -5.0% | +11.0% | -16.0% | -12.1% |
| 3Y | +10.5% | +70.6% | -60.0% | -25.2% |
| 5Y | +22.0% | +55.3% | -33.3% | -12.2% |
| All | +211.7% | +219.0% | -7.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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