-38.7%
NOW vs MKC
-18.2%
-20.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.8% | -0.2% |
| 7D | -27.5% | +9.6% | -37.1% | -27.4% |
| 30D | -20.0% | +12.0% | -32.1% | -19.9% |
| 3M | -7.9% | -2.0% | -5.9% | -7.4% |
| 6M | +18.3% | +7.2% | +11.1% | +19.7% |
| YTD | -29.0% | -23.7% | -5.2% | -34.4% |
| 1Y | -38.7% | -18.3% | -20.4% | -42.1% |
| All | -38.7% | -18.2% | -20.5% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling