+102.3%
INTC vs MKC
-33.9%
+136.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.8% | -5.6% |
| 7D | +9.4% | -2.8% | +12.3% | +9.5% |
| 30D | +2.7% | -3.4% | +6.1% | +2.7% |
| 3M | -6.3% | +3.8% | -10.0% | -6.7% |
| 6M | +114.5% | -17.9% | +132.4% | +119.6% |
| YTD | +171.9% | -23.6% | +195.5% | +180.8% |
| 1Y | +305.0% | -23.1% | +328.1% | +316.8% |
| 3Y | +168.3% | -31.5% | +199.9% | +184.1% |
| 5Y | +102.3% | -33.1% | +135.4% | +123.5% |
| All | +102.3% | -33.9% | +136.2% | +123.5% |
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