+23.7%
BBY vs MKC
-23.4%
+47.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.3% |
| 7D | +9.5% | -5.9% | +15.4% | +10.3% |
| 30D | +6.8% | -0.9% | +7.7% | +7.2% |
| 3M | +28.9% | +12.7% | +16.1% | +28.4% |
| 6M | +37.8% | -19.3% | +57.1% | +37.6% |
| YTD | +38.7% | -22.2% | +60.9% | +37.4% |
| 1Y | +23.7% | -23.3% | +47.0% | +24.9% |
| All | +23.7% | -23.4% | +47.1% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling