+27.8%
INTC vs MKC
-35.5%
+63.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.5% |
| 7D | +6.0% | -3.0% | +9.0% | +5.9% |
| 30D | -39.2% | +4.8% | -44.0% | -39.2% |
| 3M | -42.9% | -12.8% | -30.1% | -42.7% |
| 6M | -50.4% | +5.0% | -55.4% | -51.0% |
| YTD | +61.7% | -29.1% | +90.7% | +67.5% |
| 1Y | +66.1% | -26.4% | +92.5% | +70.9% |
| 3Y | +58.1% | -21.6% | +79.8% | +59.9% |
| All | +27.8% | -35.5% | +63.4% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling