+1,227.8%
BE vs MKC
-34.7%
+1,262.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.0% |
| 7D | +23.9% | -4.3% | +28.2% | +23.4% |
| 30D | +27.8% | -3.1% | +31.0% | +27.5% |
| 3M | +3.7% | +6.8% | -3.1% | +4.1% |
| 6M | +78.0% | -18.3% | +96.3% | +82.1% |
| YTD | +209.9% | -23.1% | +233.0% | +217.9% |
| 1Y | +389.6% | -23.7% | +413.3% | +402.4% |
| 3Y | +1,730.6% | -31.0% | +1,761.6% | +1,759.2% |
| 5Y | +1,227.8% | -33.5% | +1,261.3% | +1,434.6% |
| All | +1,227.8% | -34.7% | +1,262.5% | +1,434.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling