+66.0%
MCD vs OPEN
-88.9%
+154.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.5% |
| 7D | -1.6% | -15.0% | +13.4% | -1.3% |
| 30D | +14.1% | -40.2% | +54.3% | +15.1% |
| 3M | +0.6% | -67.4% | +68.0% | +2.6% |
| 6M | 0.0% | -74.0% | +74.0% | +2.2% |
| YTD | -9.3% | -79.6% | +70.3% | -7.0% |
| 1Y | -9.3% | -86.1% | +76.8% | -6.4% |
| 3Y | +8.6% | -41.4% | +50.0% | +4.9% |
| 5Y | +21.9% | -94.9% | +116.8% | +21.8% |
| All | +66.0% | -88.9% | +154.9% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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