+187.9%
B vs MCK
+6,818.8%
-6,630.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -2.4% | -2.9% | +0.5% | -2.2% |
| 30D | +6.3% | +0.4% | +5.9% | +6.3% |
| 3M | +12.1% | +12.1% | 0.0% | +11.3% |
| 6M | -3.1% | -5.4% | +2.3% | -2.9% |
| YTD | +2.0% | +7.8% | -5.8% | +1.2% |
| 1Y | +51.7% | +22.9% | +28.7% | +49.1% |
| 3Y | +190.5% | +110.7% | +79.8% | +174.3% |
| 5Y | +158.0% | +346.2% | -188.2% | +130.9% |
| 10Y | +205.5% | +440.1% | -234.6% | +165.8% |
| All | +187.9% | +6,818.8% | -6,630.9% | +150.2% |
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