+6,511.4%
MCD vs GEN
+8,824.3%
-2,312.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.7% |
| 7D | +8.0% | +8.5% | -0.5% | +7.3% |
| 30D | +19.6% | +34.2% | -14.6% | +16.6% |
| 3M | +2.2% | +10.0% | -7.8% | +1.1% |
| 6M | -1.1% | +56.8% | -57.9% | -5.3% |
| YTD | -7.2% | +14.2% | -21.5% | -8.9% |
| 1Y | -6.7% | +20.8% | -27.5% | -8.8% |
| 3Y | +11.6% | +84.1% | -72.5% | +4.8% |
| 5Y | +22.6% | +37.1% | -14.4% | +17.2% |
| 10Y | +218.4% | +171.5% | +46.9% | +182.5% |
| All | +6,511.4% | +8,824.3% | -2,312.9% | +3,215.6% |
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