+2,771.1%
NOW vs MKC
+130.9%
+2,640.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.7% |
| 7D | -2.4% | -5.9% | +3.5% | -0.7% |
| 30D | +20.5% | -0.9% | +21.4% | +20.8% |
| 3M | +18.3% | +12.7% | +5.6% | +14.4% |
| 6M | +24.1% | -19.3% | +43.4% | +31.5% |
| YTD | -7.8% | -22.2% | +14.4% | -1.8% |
| 1Y | -21.4% | -23.3% | +1.9% | -16.2% |
| 3Y | +19.5% | -30.0% | +49.5% | +28.7% |
| 5Y | +4.1% | -33.8% | +37.8% | +12.2% |
| 10Y | +826.4% | +24.4% | +802.0% | +665.3% |
| All | +2,771.1% | +130.9% | +2,640.3% | +1,731.5% |
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