+179.9%
INTC vs MKC
-31.2%
+211.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.6% |
| 7D | +18.0% | -4.3% | +22.3% | +17.5% |
| 30D | +8.9% | -3.1% | +12.0% | +8.6% |
| 3M | -1.6% | +6.8% | -8.4% | -1.2% |
| 6M | +133.1% | -18.3% | +151.4% | +136.7% |
| YTD | +187.9% | -23.1% | +211.0% | +193.6% |
| 1Y | +334.7% | -23.7% | +358.4% | +343.6% |
| All | +179.9% | -31.2% | +211.1% | +191.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling