+34,054.1%
HD vs MKC
+3,052.1%
+31,001.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.2% |
| 7D | +5.2% | -2.4% | +7.6% | +6.1% |
| 30D | +20.7% | +5.4% | +15.4% | +18.6% |
| 3M | +0.8% | -11.1% | +11.9% | +4.9% |
| 6M | +12.2% | -1.4% | +13.6% | +12.3% |
| YTD | +4.2% | -29.4% | +33.6% | +16.3% |
| 1Y | -2.6% | -24.7% | +22.2% | +6.3% |
| 3Y | +30.0% | -21.8% | +51.8% | +37.7% |
| 5Y | +8.1% | -36.0% | +44.1% | +21.2% |
| 10Y | +247.2% | +24.9% | +222.2% | +203.9% |
| All | +34,054.1% | +3,052.1% | +31,001.9% | +10,390.2% |
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