+213.3%
MCD vs GEN
+151.0%
+62.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +7.3% | +1.0% | +6.3% | +7.1% |
| 30D | +20.0% | +29.1% | -9.1% | +15.9% |
| 3M | +3.8% | +2.9% | +0.9% | +3.0% |
| 6M | +3.8% | +33.6% | -29.9% | -0.7% |
| YTD | -5.9% | +12.0% | -17.9% | -8.1% |
| 1Y | -3.2% | +16.2% | -19.4% | -6.0% |
| 3Y | +13.3% | +65.1% | -51.8% | +4.2% |
| 5Y | +25.2% | +33.3% | -8.1% | +16.9% |
| 10Y | +213.3% | +149.7% | +63.7% | +171.7% |
| All | +213.3% | +151.0% | +62.4% | +171.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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