+13,668.0%
GWW vs MKC
+3,336.7%
+10,331.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -0.5% | -4.3% | +3.8% | +0.6% |
| 30D | -1.4% | -3.1% | +1.7% | -0.7% |
| 3M | -3.6% | +6.8% | -10.5% | -5.5% |
| 6M | +15.1% | -18.3% | +33.5% | +20.0% |
| YTD | +27.5% | -23.1% | +50.5% | +34.5% |
| 1Y | +29.6% | -23.7% | +53.3% | +36.8% |
| 3Y | +90.1% | -31.0% | +121.1% | +103.0% |
| 5Y | +222.6% | -33.5% | +256.1% | +245.0% |
| 10Y | +566.5% | +30.3% | +536.2% | +503.6% |
| All | +13,668.0% | +3,336.7% | +10,331.3% | +7,454.7% |
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