+15,172.7%
INTC vs MKC
+3,376.8%
+11,796.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +7.1% | -5.9% | +12.9% | +8.9% |
| 30D | -5.2% | -0.9% | -4.3% | -5.2% |
| 3M | -14.3% | +12.7% | -27.0% | -18.2% |
| 6M | +110.2% | -19.3% | +129.5% | +120.5% |
| YTD | +159.6% | -22.2% | +181.8% | +174.0% |
| 1Y | +289.3% | -23.3% | +312.6% | +310.7% |
| 3Y | +166.1% | -30.0% | +196.0% | +184.2% |
| 5Y | +94.4% | -33.8% | +128.1% | +108.1% |
| 10Y | +227.7% | +24.4% | +203.3% | +183.2% |
| All | +15,172.7% | +3,376.8% | +11,796.0% | +6,516.0% |
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