+1,972.6%
NOW vs MKC
+116.9%
+1,855.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.6% |
| 7D | -3.0% | +2.3% | -5.3% | -3.7% |
| 30D | -26.0% | +8.1% | -34.1% | -27.9% |
| 3M | -13.1% | -6.4% | -6.7% | -11.9% |
| 6M | +14.5% | +1.8% | +12.7% | +13.4% |
| YTD | -33.4% | -26.9% | -6.6% | -28.2% |
| 1Y | -40.6% | -21.7% | -18.9% | -37.5% |
| 3Y | -16.3% | -18.7% | +2.4% | -15.7% |
| 5Y | -26.3% | -32.8% | +6.5% | -22.1% |
| 10Y | +512.7% | +27.0% | +485.8% | +397.9% |
| All | +1,972.6% | +116.9% | +1,855.7% | +1,240.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling