+177.5%
MCD vs BEN
+56.7%
+120.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.1% |
| 7D | -2.5% | +0.3% | -2.9% | -2.6% |
| 30D | -7.0% | +0.9% | -7.9% | -7.3% |
| 3M | -9.8% | +9.2% | -19.0% | -11.7% |
| 6M | -21.8% | +36.8% | -58.5% | -27.2% |
| YTD | -15.6% | +44.4% | -60.0% | -22.5% |
| 1Y | -15.2% | +45.8% | -61.0% | -22.5% |
| 3Y | -2.6% | +52.5% | -55.1% | -13.6% |
| 5Y | +18.9% | +37.7% | -18.8% | +5.3% |
| All | +177.5% | +56.7% | +120.8% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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