+360.5%
BE vs MCK
+32.0%
+328.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.8% | +6.6% |
| 7D | +20.0% | +1.7% | +18.2% | +21.0% |
| 30D | +7.9% | +3.6% | +4.3% | +10.0% |
| 3M | -13.2% | +20.1% | -33.3% | -5.0% |
| 6M | +53.5% | -7.0% | +60.5% | +63.2% |
| YTD | +191.0% | +11.0% | +180.0% | +235.8% |
| 1Y | +360.5% | +31.8% | +328.7% | +557.7% |
| All | +360.5% | +32.0% | +328.5% | +557.7% |
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