+34,839.7%
LOW vs MKC
+3,364.7%
+31,475.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | +0.4% | -4.3% | +4.7% | +1.8% |
| 30D | -10.1% | -2.0% | -8.1% | -9.6% |
| 3M | -2.9% | +10.0% | -12.8% | -6.1% |
| 6M | -19.4% | -18.5% | -0.9% | -14.4% |
| YTD | -15.4% | -22.4% | +7.0% | -9.1% |
| 1Y | -24.9% | -23.6% | -1.3% | -19.0% |
| 3Y | -7.8% | -30.4% | +22.6% | +1.2% |
| 5Y | +8.4% | -34.2% | +42.6% | +19.9% |
| 10Y | +226.8% | +26.8% | +200.0% | +190.3% |
| All | +34,839.7% | +3,364.7% | +31,475.0% | +12,643.8% |
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