+753.2%
MTZ vs MKC
+26.7%
+726.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | +2.3% | -4.3% | +6.6% | +2.9% |
| 30D | -10.3% | -3.1% | -7.2% | -10.0% |
| 3M | -31.8% | +6.8% | -38.7% | -32.8% |
| 6M | -19.2% | -18.3% | -0.8% | -16.7% |
| YTD | +10.7% | -23.1% | +33.8% | +15.1% |
| 1Y | +37.5% | -23.7% | +61.2% | +42.8% |
| 3Y | +162.4% | -31.0% | +193.4% | +175.0% |
| 5Y | +166.3% | -33.5% | +199.9% | +176.3% |
| 10Y | +753.2% | +30.3% | +722.9% | +709.3% |
| All | +753.2% | +26.7% | +726.5% | +709.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling