+71.8%
MCD vs OPEN
-86.9%
+158.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.8% |
| 7D | +5.9% | -21.7% | +27.6% | +6.4% |
| 30D | +19.6% | -36.5% | +56.1% | +20.6% |
| 3M | +3.3% | -59.5% | +62.8% | +4.9% |
| 6M | +3.5% | -71.9% | +75.3% | +5.6% |
| YTD | -6.1% | -75.8% | +69.7% | -4.1% |
| 1Y | -3.7% | -78.5% | +74.8% | -1.5% |
| 3Y | +13.4% | -30.2% | +43.6% | +9.1% |
| 5Y | +25.2% | -93.3% | +118.4% | +24.4% |
| All | +71.8% | -86.9% | +158.6% | +64.9% |
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