+223.5%
AMD vs MCK
+25.1%
+198.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -4.0% |
| 7D | +10.4% | -4.4% | +14.8% | +7.7% |
| 30D | +6.2% | -2.2% | +8.4% | +4.7% |
| 3M | +11.3% | +11.6% | -0.2% | +20.1% |
| 6M | +147.8% | -4.9% | +152.7% | +170.4% |
| YTD | +135.2% | +7.7% | +127.4% | +160.6% |
| All | +223.5% | +25.1% | +198.5% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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