+62,704.1%
SU vs MKC
+3,311.3%
+59,392.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.3% |
| 7D | +1.7% | -2.8% | +4.5% | +3.2% |
| 30D | +9.6% | -3.4% | +13.0% | +11.5% |
| 3M | +11.7% | +3.8% | +8.0% | +8.4% |
| 6M | +21.9% | -17.9% | +39.8% | +32.7% |
| YTD | +58.6% | -23.6% | +82.3% | +78.3% |
| 1Y | +66.5% | -23.1% | +89.6% | +85.1% |
| 3Y | +121.4% | -31.5% | +152.9% | +151.9% |
| 5Y | +355.7% | -33.1% | +388.8% | +405.4% |
| 10Y | +264.2% | +29.3% | +234.9% | +139.8% |
| All | +62,704.1% | +3,311.3% | +59,392.7% | +2,314.2% |
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