+70,808.4%
BBY vs MKC
+3,311.3%
+67,497.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +0.7% | -2.8% | +3.5% | +1.5% |
| 30D | +5.8% | -3.4% | +9.2% | +6.9% |
| 3M | +18.0% | +3.8% | +14.2% | +16.5% |
| 6M | +39.8% | -17.9% | +57.8% | +47.5% |
| YTD | +35.4% | -23.6% | +59.0% | +45.3% |
| 1Y | +21.4% | -23.1% | +44.5% | +29.6% |
| 3Y | +39.5% | -31.5% | +71.0% | +52.7% |
| 5Y | -0.5% | -33.1% | +32.6% | +8.8% |
| 10Y | +240.0% | +29.3% | +210.7% | +202.6% |
| All | +70,808.4% | +3,311.3% | +67,497.0% | +33,372.5% |
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