-3.2%
MCD vs OPEN
-80.8%
+77.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.4% |
| 7D | +7.3% | -24.7% | +32.0% | +7.9% |
| 30D | +20.0% | -41.0% | +60.9% | +20.8% |
| 3M | +3.8% | -62.4% | +66.2% | +4.2% |
| 6M | +3.8% | -73.9% | +77.6% | +4.0% |
| YTD | -5.9% | -77.5% | +71.7% | -5.5% |
| 1Y | -3.2% | -83.6% | +80.3% | -2.3% |
| All | -3.2% | -80.8% | +77.6% | -2.3% |
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