+205.9%
MCD vs GEN
+156.5%
+49.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -2.9% |
| 7D | -1.9% | -0.8% | -1.1% | -1.8% |
| 30D | +16.6% | +31.2% | -14.6% | +12.4% |
| 3M | +0.9% | +6.1% | -5.1% | -0.2% |
| 6M | +1.5% | +38.1% | -36.6% | -3.3% |
| YTD | -8.3% | +14.4% | -22.7% | -10.7% |
| 1Y | -8.1% | +15.1% | -23.3% | -10.6% |
| 3Y | +10.3% | +68.5% | -58.2% | +1.2% |
| 5Y | +23.4% | +35.8% | -12.4% | +14.9% |
| 10Y | +205.9% | +155.4% | +50.6% | +164.7% |
| All | +205.9% | +156.5% | +49.4% | +164.7% |
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