+67.0%
MCD vs OPEN
-88.5%
+155.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.5% | +9.1% | -0.2% |
| 7D | -1.6% | -31.0% | +29.4% | -0.9% |
| 30D | +16.0% | -41.5% | +57.5% | +17.1% |
| 3M | 0.0% | -64.6% | +64.6% | +1.7% |
| 6M | +0.9% | -73.8% | +74.7% | +3.2% |
| YTD | -8.7% | -78.8% | +70.1% | -6.5% |
| 1Y | -8.6% | -86.8% | +78.3% | -5.6% |
| 3Y | +9.9% | -40.6% | +50.5% | +6.1% |
| 5Y | +22.6% | -94.7% | +117.3% | +22.5% |
| All | +67.0% | -88.5% | +155.5% | +60.8% |
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