-28.6%
NOW vs MKC
-24.0%
-4.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.6% | -5.0% |
| 7D | -6.1% | -4.3% | -1.7% | -5.9% |
| 30D | +7.5% | -2.0% | +9.5% | +7.6% |
| 3M | +17.5% | +10.0% | +7.5% | +18.8% |
| 6M | +7.9% | -18.5% | +26.5% | +1.7% |
| YTD | -12.4% | -22.4% | +10.0% | -17.6% |
| 1Y | -28.6% | -23.6% | -4.9% | -32.3% |
| All | -28.6% | -24.0% | -4.6% | -32.3% |
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