+1,821.9%
BA vs MKC
+3,376.8%
-1,554.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | +1.2% | -5.9% | +7.0% | +2.8% |
| 30D | -11.6% | -0.9% | -10.8% | -11.5% |
| 3M | -2.4% | +12.7% | -15.1% | -6.1% |
| 6M | -6.6% | -19.3% | +12.7% | -1.7% |
| YTD | -2.2% | -22.2% | +19.9% | +3.5% |
| 1Y | -8.0% | -23.3% | +15.3% | -2.5% |
| 3Y | -5.0% | -30.0% | +25.0% | +1.8% |
| 5Y | -2.7% | -33.8% | +31.0% | +4.3% |
| 10Y | +75.9% | +24.4% | +51.4% | +53.9% |
| All | +1,821.9% | +3,376.8% | -1,554.8% | +639.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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