+296.4%
WBD vs MKC
+411.0%
-114.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | -4.3% | +3.6% | +1.1% |
| 30D | +5.0% | -2.0% | +7.0% | +5.8% |
| 3M | +6.2% | +10.0% | -3.8% | +1.3% |
| 6M | +0.6% | -18.5% | +19.1% | +8.5% |
| YTD | -2.4% | -22.4% | +20.0% | +6.7% |
| 1Y | +127.7% | -23.6% | +151.3% | +149.2% |
| 3Y | +148.4% | -30.4% | +178.9% | +180.8% |
| 5Y | +4.2% | -34.2% | +38.4% | +18.4% |
| 10Y | +10.8% | +26.8% | -16.0% | -19.6% |
| All | +296.4% | +411.0% | -114.7% | +22.6% |
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