+180.0%
MCD vs EAT
+373.3%
-193.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.5% |
| 7D | -2.0% | -4.9% | +2.9% | -1.3% |
| 30D | -6.1% | -1.2% | -4.9% | -6.1% |
| 3M | -7.3% | +52.2% | -59.5% | -13.0% |
| 6M | -20.9% | +65.0% | -86.0% | -27.1% |
| YTD | -14.7% | +55.0% | -69.7% | -20.8% |
| 1Y | -16.1% | +42.1% | -58.2% | -21.5% |
| 3Y | -1.5% | +614.7% | -616.2% | -31.3% |
| 5Y | +20.4% | +322.7% | -302.3% | -11.8% |
| 10Y | +180.0% | +382.0% | -202.0% | +62.6% |
| All | +180.0% | +373.3% | -193.3% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EAT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling