+506.3%
NOW vs MKC
+21.5%
+484.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -2.4% |
| 7D | -8.7% | -2.4% | -6.3% | -8.2% |
| 30D | -29.3% | +5.4% | -34.7% | -30.5% |
| 3M | -21.8% | -11.1% | -10.7% | -19.7% |
| 6M | +9.2% | -1.4% | +10.6% | +9.2% |
| YTD | -35.0% | -29.4% | -5.6% | -29.4% |
| 1Y | -42.5% | -24.7% | -17.8% | -39.0% |
| 3Y | -21.5% | -21.8% | +0.3% | -20.4% |
| 5Y | -25.8% | -36.0% | +10.2% | -20.7% |
| 10Y | +506.3% | +24.9% | +481.4% | +400.1% |
| All | +506.3% | +21.5% | +484.9% | +400.1% |
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 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