+1,988.6%
NOW vs MKC
+114.5%
+1,874.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +1.1% |
| 7D | -3.1% | -1.9% | -1.1% | -2.6% |
| 30D | -27.0% | +8.0% | -35.0% | -28.9% |
| 3M | -17.7% | -8.6% | -9.1% | -16.0% |
| 6M | +12.7% | +1.1% | +11.6% | +11.8% |
| YTD | -32.9% | -27.7% | -5.2% | -27.4% |
| 1Y | -40.4% | -23.7% | -16.7% | -36.7% |
| 3Y | -17.1% | -19.4% | +2.3% | -16.4% |
| 5Y | -25.7% | -33.3% | +7.7% | -21.3% |
| 10Y | +504.6% | +24.0% | +480.6% | +395.1% |
| All | +1,988.6% | +114.5% | +1,874.1% | +1,254.6% |
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