+3,759.2%
AMD vs MCK
+7,026.6%
-3,267.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.1% | +5.1% |
| 7D | +2.6% | +1.7% | +0.8% | +2.0% |
| 30D | -0.9% | +3.6% | -4.5% | -2.1% |
| 3M | -8.7% | +20.1% | -28.8% | -14.9% |
| 6M | +136.3% | -7.0% | +143.4% | +136.8% |
| YTD | +123.0% | +11.0% | +112.0% | +109.8% |
| 1Y | +195.2% | +31.8% | +163.3% | +161.7% |
| 3Y | +336.3% | +123.1% | +213.2% | +215.7% |
| 5Y | +334.5% | +351.7% | -17.2% | +144.7% |
| 10Y | +6,259.1% | +435.4% | +5,823.7% | +3,080.2% |
| All | +3,759.2% | +7,026.6% | -3,267.5% | +860.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling