+3,252.9%
MCD vs EEM
+747.2%
+2,505.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.5% |
| 7D | +7.3% | -0.9% | +8.1% | +7.5% |
| 30D | +20.0% | -9.3% | +29.3% | +23.5% |
| 3M | +3.8% | -7.1% | +10.9% | +5.9% |
| 6M | +3.8% | -10.4% | +14.1% | +6.2% |
| YTD | -5.9% | +11.3% | -17.2% | -10.6% |
| 1Y | -3.2% | +11.3% | -14.5% | -8.2% |
| 3Y | +13.3% | +69.6% | -56.3% | -7.4% |
| 5Y | +25.2% | +33.6% | -8.4% | +9.8% |
| 10Y | +213.3% | +114.1% | +99.2% | +132.2% |
| All | +3,252.9% | +747.2% | +2,505.7% | +1,066.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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