+67.7%
MCD vs OPEN
-87.3%
+155.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.2% | -6.8% | -2.7% |
| 7D | -1.9% | -31.1% | +29.1% | -1.3% |
| 30D | +16.6% | -34.7% | +51.3% | +17.4% |
| 3M | +0.9% | -61.9% | +62.8% | +2.6% |
| 6M | +1.5% | -71.9% | +73.3% | +3.6% |
| YTD | -8.3% | -76.6% | +68.3% | -6.3% |
| 1Y | -8.1% | -83.9% | +75.8% | -5.5% |
| 3Y | +10.3% | -34.4% | +44.7% | +6.3% |
| 5Y | +23.4% | -93.9% | +117.4% | +23.0% |
| All | +67.7% | -87.3% | +155.0% | +61.1% |
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