+0.8%
NOW vs MKC
-34.7%
+35.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -4.1% | -4.3% | +0.2% | -3.6% |
| 30D | +2.9% | -3.1% | +6.0% | +3.3% |
| 3M | +22.6% | +6.8% | +15.7% | +21.9% |
| 6M | +7.5% | -18.3% | +25.9% | +9.4% |
| YTD | -14.4% | -23.1% | +8.6% | -12.5% |
| 1Y | -29.8% | -23.7% | -6.1% | -28.2% |
| 3Y | +9.2% | -31.0% | +40.3% | +13.5% |
| 5Y | +0.8% | -33.5% | +34.4% | +6.9% |
| All | +0.8% | -34.7% | +35.5% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling