+1,664.5%
DIS vs MKC
+3,052.1%
-1,387.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.7% |
| 7D | +4.4% | -2.4% | +6.8% | +5.1% |
| 30D | +10.3% | +5.4% | +5.0% | +8.7% |
| 3M | +15.5% | -11.1% | +26.7% | +18.9% |
| 6M | +11.2% | -1.4% | +12.6% | +11.2% |
| YTD | +5.6% | -29.4% | +35.0% | +14.5% |
| 1Y | +7.7% | -24.7% | +32.5% | +14.8% |
| 3Y | +39.3% | -21.8% | +61.1% | +45.3% |
| 5Y | -29.5% | -36.0% | +6.5% | -23.4% |
| 10Y | +36.3% | +24.9% | +11.3% | +20.9% |
| All | +1,664.5% | +3,052.1% | -1,387.7% | +715.3% |
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