+41,132.7%
RMD vs MKC
+1,843.6%
+39,289.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -5.0% | -5.9% | +0.9% | -3.0% |
| 30D | +2.2% | -0.9% | +3.1% | +2.4% |
| 3M | +17.8% | +12.7% | +5.1% | +12.8% |
| 6M | -11.3% | -19.3% | +8.0% | -5.3% |
| YTD | -4.4% | -22.2% | +17.7% | +2.8% |
| 1Y | -15.7% | -23.3% | +7.6% | -9.1% |
| 3Y | +47.7% | -30.0% | +77.7% | +62.1% |
| 5Y | -19.2% | -33.8% | +14.5% | -10.8% |
| 10Y | +280.4% | +24.4% | +256.0% | +238.1% |
| All | +41,132.7% | +1,843.6% | +39,289.0% | +15,117.6% |
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