+19.4%
MCD vs KWEB
-42.3%
+61.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | -2.9% | -3.6% | +0.7% | -2.7% |
| 30D | -6.7% | -14.9% | +8.2% | -6.1% |
| 3M | -9.6% | -5.4% | -4.1% | -9.4% |
| 6M | -22.3% | -18.9% | -3.4% | -21.7% |
| YTD | -15.4% | -27.2% | +11.8% | -14.4% |
| 1Y | -16.8% | -34.2% | +17.4% | -15.5% |
| 3Y | -2.4% | +0.6% | -3.0% | -3.0% |
| 5Y | +19.4% | -43.5% | +62.8% | +20.6% |
| All | +19.4% | -42.3% | +61.7% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 5y: compounded portfolio wealth divided by compounded KWEB 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…
5y analysis · Full analysis span regression · 6 months rolling