+5,979.9%
MCD vs BEN
+4,913.3%
+1,066.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.0% | -2.3% |
| 7D | -2.8% | +0.2% | -3.1% | -2.9% |
| 30D | -6.0% | -0.5% | -5.5% | -6.0% |
| 3M | -5.6% | +9.7% | -15.3% | -7.7% |
| 6M | -21.9% | +33.9% | -55.8% | -27.0% |
| YTD | -14.7% | +49.0% | -63.7% | -22.3% |
| 1Y | -17.3% | +42.1% | -59.4% | -24.0% |
| 3Y | -2.2% | +51.9% | -54.0% | -13.2% |
| 5Y | +20.3% | +39.0% | -18.8% | +6.4% |
| 10Y | +180.7% | +57.9% | +122.8% | +129.6% |
| All | +5,979.9% | +4,913.3% | +1,066.6% | +1,842.2% |
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