-11.4%
MSCI vs MKC
-33.2%
+21.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.4% | -3.7% |
| 7D | -2.1% | -4.3% | +2.3% | -1.1% |
| 30D | -1.7% | -2.0% | +0.3% | -1.3% |
| 3M | -8.2% | +10.0% | -18.2% | -10.2% |
| 6M | -2.4% | -18.5% | +16.1% | +2.0% |
| YTD | -2.8% | -22.4% | +19.6% | +2.5% |
| 1Y | -2.7% | -23.6% | +21.0% | +3.0% |
| 3Y | +7.3% | -30.4% | +37.7% | +16.5% |
| 5Y | -11.4% | -34.2% | +22.8% | -1.6% |
| All | -11.4% | -33.2% | +21.8% | -1.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling