+106,206.6%
MU vs MKC
+3,376.8%
+102,829.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.0% | +6.4% |
| 7D | +9.0% | -5.9% | +14.8% | +11.0% |
| 30D | +13.8% | -0.9% | +14.7% | +13.8% |
| 3M | +2.1% | +12.7% | -10.6% | -3.4% |
| 6M | +153.8% | -19.3% | +173.1% | +166.2% |
| YTD | +256.4% | -22.2% | +278.5% | +275.4% |
| 1Y | +719.8% | -23.3% | +743.1% | +763.5% |
| 3Y | +1,360.4% | -30.0% | +1,390.4% | +1,442.3% |
| 5Y | +1,312.4% | -33.8% | +1,346.2% | +1,391.3% |
| 10Y | +6,142.6% | +24.4% | +6,118.1% | +4,878.0% |
| All | +106,206.6% | +3,376.8% | +102,829.9% | +26,557.8% |
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 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