+56.0%
MCD vs OPEN
-70.7%
+126.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.2% | -1.5% |
| 7D | -2.8% | -4.3% | +1.4% | -2.8% |
| 30D | -6.0% | -16.2% | +10.2% | -5.8% |
| 3M | -5.6% | -36.4% | +30.8% | -4.9% |
| 6M | -21.9% | -35.5% | +13.6% | -21.4% |
| YTD | -14.7% | -46.0% | +31.3% | -14.0% |
| 1Y | -17.3% | -47.1% | +29.9% | -17.3% |
| 3Y | -2.2% | -19.0% | +16.9% | -5.7% |
| 5Y | +20.3% | -83.6% | +103.9% | +17.6% |
| All | +56.0% | -70.7% | +126.7% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling