+17,845.4%
WDC vs MKC
+3,376.8%
+14,468.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.1% |
| 7D | +1.7% | -5.9% | +7.6% | +3.2% |
| 30D | -10.0% | -0.9% | -9.1% | -9.9% |
| 3M | -18.8% | +12.7% | -31.5% | -22.1% |
| 6M | +79.0% | -19.3% | +98.3% | +86.0% |
| YTD | +171.6% | -22.2% | +193.7% | +183.5% |
| 1Y | +417.4% | -23.3% | +440.7% | +439.7% |
| 3Y | +1,251.8% | -30.0% | +1,281.8% | +1,321.9% |
| 5Y | +911.7% | -33.8% | +945.5% | +968.9% |
| 10Y | +1,399.6% | +24.4% | +1,375.2% | +1,199.8% |
| All | +17,845.4% | +3,376.8% | +14,468.6% | +8,090.5% |
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