+9,883.5%
TER vs MKC
+3,068.3%
+6,815.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.2% | -6.6% | -5.7% |
| 7D | +14.4% | -3.0% | +17.3% | +15.3% |
| 30D | -30.6% | +4.8% | -35.4% | -32.0% |
| 3M | -39.2% | -12.8% | -26.4% | -37.4% |
| 6M | -31.3% | +5.0% | -36.3% | -34.1% |
| YTD | +29.1% | -29.1% | +58.1% | +38.8% |
| 1Y | +47.4% | -26.4% | +73.8% | +56.4% |
| 3Y | +191.2% | -21.6% | +212.9% | +195.0% |
| 5Y | +74.0% | -35.2% | +109.2% | +83.5% |
| 10Y | +1,005.1% | +25.6% | +979.4% | +800.2% |
| All | +9,883.5% | +3,068.3% | +6,815.2% | +3,453.1% |
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