+499.2%
NOW vs MCD
+213.9%
+285.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.1% |
| 7D | -3.0% | +7.1% | -10.1% | -6.1% |
| 30D | -26.0% | +19.8% | -45.8% | -32.4% |
| 3M | -13.1% | +0.8% | -13.9% | -14.0% |
| 6M | +14.5% | -1.3% | +15.8% | +14.4% |
| YTD | -33.4% | -7.8% | -25.7% | -31.7% |
| 1Y | -40.6% | -5.0% | -35.7% | -40.1% |
| 3Y | -16.3% | +10.5% | -26.9% | -23.8% |
| 5Y | -26.3% | +22.0% | -48.3% | -36.6% |
| All | +499.2% | +213.9% | +285.2% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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