+11,253.4%
WDC vs MKC
+3,068.3%
+8,185.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.3% |
| 7D | +12.1% | -3.0% | +15.1% | +12.8% |
| 30D | -18.8% | +4.8% | -23.6% | -20.1% |
| 3M | -39.3% | -12.8% | -26.5% | -37.8% |
| 6M | -40.1% | +5.0% | -45.1% | -42.0% |
| YTD | +71.8% | -29.1% | +100.9% | +82.2% |
| 1Y | +88.5% | -26.4% | +114.9% | +97.6% |
| 3Y | +770.0% | -21.6% | +791.6% | +779.7% |
| 5Y | +549.0% | -35.2% | +584.3% | +583.1% |
| 10Y | +650.3% | +25.6% | +624.7% | +543.2% |
| All | +11,253.4% | +3,068.3% | +8,185.1% | +5,164.4% |
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