+9,717.5%
TER vs MKC
+3,052.1%
+6,665.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.4% |
| 7D | -8.9% | -2.4% | -6.5% | -8.5% |
| 30D | -39.1% | +5.4% | -44.4% | -40.4% |
| 3M | -32.8% | -11.1% | -21.6% | -31.2% |
| 6M | -31.7% | -1.4% | -30.3% | -33.3% |
| YTD | +26.9% | -29.4% | +56.4% | +36.7% |
| 1Y | +33.6% | -24.7% | +58.3% | +40.6% |
| 3Y | +181.5% | -21.8% | +203.3% | +185.4% |
| 5Y | +76.1% | -36.0% | +112.1% | +86.5% |
| 10Y | +1,006.2% | +24.9% | +981.3% | +802.7% |
| All | +9,717.5% | +3,052.1% | +6,665.4% | +3,399.5% |
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