+790.9%
NOW vs MKC
+26.7%
+764.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | -4.1% | -4.3% | +0.2% | -2.9% |
| 30D | +2.9% | -3.1% | +6.0% | +3.7% |
| 3M | +22.6% | +6.8% | +15.7% | +20.5% |
| 6M | +7.5% | -18.3% | +25.9% | +13.3% |
| YTD | -14.4% | -23.1% | +8.6% | -8.8% |
| 1Y | -29.8% | -23.7% | -6.1% | -25.3% |
| 3Y | +9.2% | -31.0% | +40.3% | +18.0% |
| 5Y | +0.8% | -33.5% | +34.4% | +8.0% |
| 10Y | +790.9% | +30.3% | +760.7% | +631.8% |
| All | +790.9% | +26.7% | +764.3% | +631.8% |
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