-51.3%
MP vs MKC
+0.4%
-51.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.3% | +8.3% | +3.3% |
| 7D | -10.5% | +2.3% | -12.9% | -9.3% |
| 30D | -23.5% | +8.1% | -31.6% | -20.4% |
| 3M | -25.4% | -6.4% | -19.0% | -28.0% |
| 6M | -51.3% | +1.8% | -53.1% | -48.3% |
| All | -51.3% | +0.4% | -51.7% | -48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling