+211.3%
MCD vs QID
-99.0%
+310.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.8% | +8.6% | +0.6% |
| 7D | +5.9% | -0.8% | +6.7% | +6.0% |
| 30D | +19.6% | +20.1% | -0.4% | +23.9% |
| 3M | +3.3% | +11.8% | -8.6% | +5.7% |
| 6M | +3.5% | +5.5% | -2.0% | +5.1% |
| YTD | -6.1% | -21.5% | +15.4% | -9.6% |
| 1Y | -3.7% | -22.6% | +19.0% | -7.4% |
| 3Y | +13.4% | -72.3% | +85.7% | -9.6% |
| 5Y | +25.2% | -76.9% | +102.1% | +4.2% |
| 10Y | +211.3% | -99.0% | +310.3% | +47.2% |
| All | +211.3% | -99.0% | +310.3% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling