+12,772.9%
TDG vs MKC
+363.8%
+12,409.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | -2.7% | -2.8% | +0.1% | -1.7% |
| 30D | -9.3% | -3.4% | -5.9% | -8.3% |
| 3M | -7.1% | +3.8% | -10.8% | -8.8% |
| 6M | -11.2% | -17.9% | +6.8% | -5.7% |
| YTD | -15.3% | -23.6% | +8.4% | -8.4% |
| 1Y | -12.5% | -23.1% | +10.6% | -5.9% |
| 3Y | +51.2% | -31.5% | +82.7% | +66.7% |
| 5Y | +126.1% | -33.1% | +159.2% | +145.8% |
| 10Y | +536.2% | +29.3% | +506.9% | +358.8% |
| All | +12,772.9% | +363.8% | +12,409.0% | +4,077.7% |
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