+6,406.5%
MCD vs BEN
+5,129.3%
+1,277.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | -1.6% | +11.3% | -12.9% | -3.9% |
| 30D | +16.0% | +15.0% | +1.0% | +12.5% |
| 3M | 0.0% | +7.8% | -7.9% | -1.8% |
| 6M | +0.9% | +15.5% | -14.5% | -2.5% |
| YTD | -8.7% | +55.4% | -64.1% | -17.7% |
| 1Y | -8.6% | +63.3% | -71.8% | -18.5% |
| 3Y | +9.9% | +83.4% | -73.6% | -6.5% |
| 5Y | +22.6% | +28.1% | -5.4% | +10.9% |
| 10Y | +204.6% | +59.1% | +145.5% | +149.2% |
| All | +6,406.5% | +5,129.3% | +1,277.2% | +1,958.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling