+75,738.0%
MU vs MKC
+3,052.1%
+72,685.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.4% |
| 7D | -15.2% | -2.4% | -12.8% | -14.8% |
| 30D | -29.5% | +5.4% | -34.9% | -31.2% |
| 3M | -15.8% | -11.1% | -4.6% | -13.7% |
| 6M | -2.9% | -1.4% | -1.5% | -5.3% |
| YTD | +154.2% | -29.4% | +183.7% | +173.5% |
| 1Y | +186.6% | -24.7% | +211.3% | +200.5% |
| 3Y | +871.5% | -21.8% | +893.3% | +872.2% |
| 5Y | +911.7% | -36.0% | +947.7% | +965.1% |
| 10Y | +4,277.4% | +24.9% | +4,252.4% | +3,325.4% |
| All | +75,738.0% | +3,052.1% | +72,685.9% | +19,321.4% |
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