+211.3%
MCD vs GEN
+166.9%
+44.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | +5.9% | -0.3% | +6.2% | +6.0% |
| 30D | +19.6% | +28.2% | -8.5% | +15.7% |
| 3M | +3.3% | +2.6% | +0.7% | +2.5% |
| 6M | +3.5% | +32.7% | -29.2% | -0.9% |
| YTD | -6.1% | +11.3% | -17.4% | -8.2% |
| 1Y | -3.7% | +17.9% | -21.6% | -6.6% |
| 3Y | +13.4% | +66.3% | -53.0% | +4.1% |
| 5Y | +25.2% | +31.7% | -6.5% | +17.1% |
| 10Y | +211.3% | +150.0% | +61.2% | +170.5% |
| All | +211.3% | +166.9% | +44.4% | +170.5% |
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