+27.4%
WMT vs MKC
-18.2%
+45.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.4% | -2.0% | +2.3% |
| 7D | +8.8% | +9.6% | -0.8% | +6.7% |
| 30D | +22.9% | +12.0% | +10.9% | +20.1% |
| 3M | +16.1% | -2.0% | +18.1% | +16.2% |
| 6M | -0.5% | +7.2% | -7.7% | -1.6% |
| YTD | +16.7% | -23.7% | +40.4% | +22.8% |
| 1Y | +27.4% | -18.3% | +45.7% | +33.7% |
| All | +27.4% | -18.2% | +45.6% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling