+55.3%
BE vs MCK
+31.3%
+24.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.0% | -13.3% | -2.5% |
| 7D | -12.1% | +11.3% | -23.5% | -6.5% |
| 30D | -30.1% | +16.8% | -46.9% | -23.7% |
| 3M | -12.1% | +28.9% | -41.1% | +0.6% |
| 6M | -30.6% | +32.7% | -63.2% | -17.6% |
| YTD | +130.6% | +30.8% | +99.9% | +192.1% |
| 1Y | +55.3% | +27.6% | +27.7% | +93.8% |
| All | +55.3% | +31.3% | +24.0% | +93.8% |
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