+6,475.2%
MCD vs GEN
+8,588.0%
-2,112.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.3% |
| 7D | +7.1% | +2.3% | +4.9% | +6.9% |
| 30D | +19.8% | +33.1% | -13.3% | +16.8% |
| 3M | +0.8% | +6.5% | -5.7% | 0.0% |
| 6M | -1.3% | +53.8% | -55.1% | -5.3% |
| YTD | -7.8% | +11.2% | -19.0% | -9.2% |
| 1Y | -5.0% | +19.4% | -24.3% | -7.0% |
| 3Y | +10.5% | +81.0% | -70.5% | +4.0% |
| 5Y | +22.0% | +33.4% | -11.5% | +16.8% |
| 10Y | +216.7% | +164.3% | +52.4% | +181.6% |
| All | +6,475.2% | +8,588.0% | -2,112.8% | +3,205.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling