+13.3%
MCD vs OPEN
-35.1%
+48.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.4% |
| 7D | +7.3% | -24.7% | +32.0% | +7.7% |
| 30D | +20.0% | -41.0% | +60.9% | +20.7% |
| 3M | +3.8% | -62.4% | +66.2% | +4.9% |
| 6M | +3.8% | -73.9% | +77.6% | +5.2% |
| YTD | -5.9% | -77.5% | +71.7% | -4.5% |
| 1Y | -3.2% | -83.6% | +80.3% | -1.6% |
| 3Y | +13.3% | -37.0% | +50.3% | +15.0% |
| All | +13.3% | -35.1% | +48.4% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling