+31,776.8%
AVGO vs MCK
+1,786.8%
+29,990.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | -2.9% | +4.1% | +2.0% |
| 30D | -13.0% | +0.4% | -13.4% | -13.2% |
| 3M | -6.0% | +12.1% | -18.1% | -9.9% |
| 6M | +6.4% | -5.4% | +11.8% | +7.0% |
| YTD | +5.0% | +7.8% | -2.8% | +0.6% |
| 1Y | +1.4% | +22.9% | -21.6% | -7.2% |
| 3Y | +336.8% | +110.7% | +226.1% | +218.6% |
| 5Y | +698.2% | +346.2% | +352.0% | +325.2% |
| 10Y | +2,837.0% | +440.1% | +2,396.9% | +1,251.9% |
| All | +31,776.8% | +1,786.8% | +29,990.0% | +7,757.4% |
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