+4,521.4%
DELL vs MKC
+23.7%
+4,497.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.3% |
| 7D | -1.9% | -2.8% | +0.9% | -1.5% |
| 30D | +14.9% | -3.4% | +18.3% | +15.2% |
| 3M | +37.2% | +3.8% | +33.4% | +35.8% |
| 6M | +254.0% | -17.9% | +271.9% | +263.3% |
| YTD | +306.1% | -23.6% | +329.8% | +321.4% |
| 1Y | +312.3% | -23.1% | +335.4% | +326.1% |
| 3Y | +654.0% | -31.5% | +685.5% | +688.8% |
| 5Y | +1,055.3% | -33.1% | +1,088.4% | +1,100.6% |
| 10Y | +3,948.9% | +29.3% | +3,919.6% | +3,569.4% |
| All | +4,521.4% | +23.7% | +4,497.7% | +4,134.9% |
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 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