+11,556.1%
EAT vs MKC
+3,376.8%
+8,179.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.8% |
| 7D | 0.0% | -5.9% | +5.9% | +1.7% |
| 30D | +1.9% | -0.9% | +2.8% | +2.0% |
| 3M | +68.7% | +12.7% | +55.9% | +62.8% |
| 6M | +66.9% | -19.3% | +86.2% | +76.0% |
| YTD | +60.4% | -22.2% | +82.6% | +70.2% |
| 1Y | +44.0% | -23.3% | +67.3% | +53.2% |
| 3Y | +604.7% | -30.0% | +634.7% | +660.1% |
| 5Y | +347.0% | -33.8% | +380.8% | +382.2% |
| 10Y | +390.8% | +24.4% | +366.3% | +332.3% |
| All | +11,556.1% | +3,376.8% | +8,179.4% | +4,688.4% |
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