+178.1%
MCD vs GEN
+158.5%
+19.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.2% |
| 7D | -2.8% | -1.2% | -1.6% | -2.7% |
| 30D | -6.0% | +10.1% | -16.2% | -7.3% |
| 3M | -5.6% | +16.1% | -21.7% | -7.6% |
| 6M | -21.9% | +38.9% | -60.7% | -25.5% |
| YTD | -14.7% | +14.4% | -29.1% | -16.6% |
| 1Y | -17.3% | +5.9% | -23.1% | -18.3% |
| 3Y | -2.2% | +58.8% | -60.9% | -9.3% |
| 5Y | +20.3% | +24.7% | -4.4% | +13.6% |
| All | +178.1% | +158.5% | +19.6% | +137.1% |
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