+213.3%
MCD vs NDAQ
+472.5%
-259.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.2% |
| 7D | +7.3% | +2.9% | +4.4% | +6.3% |
| 30D | +20.0% | +17.5% | +2.5% | +13.4% |
| 3M | +3.8% | +15.4% | -11.6% | -1.4% |
| 6M | +3.8% | +24.6% | -20.9% | -4.5% |
| YTD | -5.9% | +14.4% | -20.3% | -11.2% |
| 1Y | -3.2% | +26.9% | -30.2% | -12.3% |
| 3Y | +13.3% | +119.8% | -106.5% | -19.3% |
| 5Y | +25.2% | +70.5% | -45.3% | -2.7% |
| 10Y | +213.3% | +475.8% | -262.4% | +53.5% |
| All | +213.3% | +472.5% | -259.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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