-3.5%
MCD vs ACWI
+12.9%
-16.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.5% |
| 7D | +5.9% | +0.3% | +5.6% | +5.9% |
| 30D | +19.6% | -2.8% | +22.5% | +19.6% |
| 3M | +3.3% | -3.2% | +6.4% | +3.3% |
| 6M | +3.5% | +1.3% | +2.2% | +3.1% |
| YTD | -6.1% | +11.2% | -17.3% | -8.3% |
| All | -3.5% | +12.9% | -16.3% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling