+6,169.9%
MU vs MKC
+26.7%
+6,143.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.8% |
| 7D | +7.5% | -4.3% | +11.8% | +8.0% |
| 30D | +19.4% | -3.1% | +22.5% | +19.6% |
| 3M | +9.8% | +6.8% | +3.0% | +8.2% |
| 6M | +164.1% | -18.3% | +182.5% | +172.7% |
| YTD | +260.3% | -23.1% | +283.4% | +275.4% |
| 1Y | +661.2% | -23.7% | +684.9% | +692.1% |
| 3Y | +1,380.8% | -31.0% | +1,411.8% | +1,455.3% |
| 5Y | +1,346.4% | -33.5% | +1,379.9% | +1,406.4% |
| 10Y | +6,169.9% | +30.3% | +6,139.7% | +4,818.8% |
| All | +6,169.9% | +26.7% | +6,143.3% | +4,818.8% |
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 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