+5,093.9%
NI vs MKC
+3,336.7%
+1,757.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +1.3% | -4.3% | +5.6% | +2.4% |
| 30D | -0.3% | -3.1% | +2.8% | +0.4% |
| 3M | -9.5% | +6.8% | -16.3% | -11.3% |
| 6M | -10.2% | -18.3% | +8.1% | -6.1% |
| YTD | +1.8% | -23.1% | +24.8% | +7.8% |
| 1Y | +5.7% | -23.7% | +29.3% | +12.0% |
| 3Y | +69.6% | -31.0% | +100.6% | +82.6% |
| 5Y | +95.8% | -33.5% | +129.3% | +111.4% |
| 10Y | +145.1% | +30.3% | +114.8% | +124.2% |
| All | +5,093.9% | +3,336.7% | +1,757.2% | +2,819.4% |
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