+1,726.2%
BE vs MCK
+112.3%
+1,613.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -2.9% | +12.0% | +7.7% |
| 30D | +16.3% | +0.4% | +15.8% | +16.5% |
| 3M | +10.8% | +12.1% | -1.3% | +18.1% |
| 6M | +73.2% | -5.4% | +78.6% | +77.1% |
| YTD | +217.4% | +7.8% | +209.6% | +242.3% |
| 1Y | +309.8% | +22.9% | +286.8% | +370.4% |
| 3Y | +1,726.2% | +110.7% | +1,615.4% | +3,307.3% |
| All | +1,726.2% | +112.3% | +1,613.8% | +3,307.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling