+69.7%
MCD vs OPEN
-83.3%
+153.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.6% | +8.8% | -0.6% |
| 7D | +8.0% | -5.8% | +13.8% | +8.1% |
| 30D | +19.6% | -21.1% | +40.8% | +20.1% |
| 3M | +2.2% | -52.4% | +54.6% | +3.5% |
| 6M | -1.1% | -65.8% | +64.6% | +0.6% |
| YTD | -7.2% | -69.3% | +62.1% | -5.6% |
| 1Y | -6.7% | -75.2% | +68.5% | -4.8% |
| 3Y | +11.6% | -14.4% | +25.9% | +7.1% |
| 5Y | +22.6% | -92.0% | +114.6% | +21.6% |
| All | +69.7% | -83.3% | +153.0% | +62.3% |
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 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