+8,026.5%
USB vs MKC
+3,277.5%
+4,749.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | -1.5% | +7.0% | -8.4% | -3.3% |
| 30D | +4.3% | +11.4% | -7.1% | +1.2% |
| 3M | -6.1% | -3.7% | -2.4% | -5.4% |
| 6M | +9.4% | +5.3% | +4.1% | +7.3% |
| YTD | +15.2% | -24.4% | +39.5% | +22.7% |
| 1Y | +32.8% | -19.7% | +52.4% | +38.9% |
| 3Y | +91.3% | -16.3% | +107.6% | +95.7% |
| 5Y | +22.7% | -30.5% | +53.2% | +30.5% |
| 10Y | +97.0% | +31.3% | +65.7% | +72.8% |
| All | +8,026.5% | +3,277.5% | +4,749.1% | +4,015.7% |
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