+378.7%
AMD vs MCK
+342.6%
+36.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -3.5% |
| 7D | +10.4% | -4.4% | +14.8% | +9.9% |
| 30D | +6.2% | -2.2% | +8.4% | +5.9% |
| 3M | +11.3% | +11.6% | -0.2% | +12.6% |
| 6M | +147.8% | -4.9% | +152.7% | +154.1% |
| YTD | +135.2% | +7.7% | +127.4% | +138.6% |
| 1Y | +215.7% | +25.2% | +190.4% | +214.7% |
| 3Y | +374.7% | +112.1% | +262.6% | +313.9% |
| 5Y | +378.7% | +345.8% | +32.9% | +226.3% |
| All | +378.7% | +342.6% | +36.1% | +226.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling