+26,336.4%
WM vs MKC
+3,376.8%
+22,959.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -1.0% |
| 7D | -0.3% | -5.9% | +5.6% | +1.2% |
| 30D | -2.4% | -0.9% | -1.5% | -2.2% |
| 3M | +0.4% | +12.7% | -12.3% | -2.7% |
| 6M | -9.5% | -19.3% | +9.8% | -5.1% |
| YTD | +0.5% | -22.2% | +22.7% | +6.0% |
| 1Y | -1.1% | -23.3% | +22.2% | +4.6% |
| 3Y | +46.0% | -30.0% | +76.0% | +56.1% |
| 5Y | +51.8% | -33.8% | +85.6% | +63.3% |
| 10Y | +307.5% | +24.4% | +283.1% | +276.4% |
| All | +26,336.4% | +3,376.8% | +22,959.6% | +13,138.2% |
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