+211.3%
MCD vs WU
-36.4%
+247.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +5.9% | +9.1% | -3.1% | +4.0% |
| 30D | +19.6% | +12.1% | +7.6% | +16.8% |
| 3M | +3.3% | +0.3% | +2.9% | +3.0% |
| 6M | +3.5% | -19.1% | +22.6% | +7.2% |
| YTD | -6.1% | -19.2% | +13.1% | -3.1% |
| 1Y | -3.7% | -15.3% | +11.6% | -1.7% |
| 3Y | +13.4% | -21.3% | +34.7% | +15.8% |
| 5Y | +25.2% | -41.7% | +66.8% | +36.0% |
| 10Y | +211.3% | -36.0% | +247.2% | +223.0% |
| All | +211.3% | -36.4% | +247.7% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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