+1,245.5%
WDC vs MCD
+178.5%
+1,067.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.0% | -2.0% | +8.0% | +7.0% |
| 30D | +9.9% | -6.1% | +16.1% | +13.0% |
| 3M | -9.4% | -7.3% | -2.1% | -7.5% |
| 6M | +94.7% | -20.9% | +115.7% | +116.4% |
| YTD | +177.4% | -14.7% | +192.0% | +194.5% |
| 1Y | +412.6% | -16.1% | +428.7% | +444.4% |
| 3Y | +1,359.8% | -1.5% | +1,361.3% | +1,248.7% |
| 5Y | +992.6% | +20.4% | +972.1% | +756.3% |
| 10Y | +1,245.5% | +180.0% | +1,065.5% | +668.1% |
| All | +1,245.5% | +178.5% | +1,067.0% | +668.1% |
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