-5.0%
MCD vs OPEN
-81.0%
+76.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.8% | +21.2% | -0.1% |
| 7D | +7.1% | -22.2% | +29.4% | +7.6% |
| 30D | +19.8% | -38.3% | +58.1% | +20.3% |
| 3M | +0.8% | -59.4% | +60.2% | +1.0% |
| 6M | -1.3% | -74.4% | +73.0% | -1.3% |
| YTD | -7.8% | -76.0% | +68.2% | -7.6% |
| 1Y | -5.0% | -78.7% | +73.7% | -5.0% |
| All | -5.0% | -81.0% | +76.0% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling