+1,264.4%
BE vs MCK
+345.1%
+919.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -2.9% | +12.0% | +8.2% |
| 30D | +16.3% | +0.4% | +15.8% | +16.4% |
| 3M | +10.8% | +12.1% | -1.3% | +15.2% |
| 6M | +73.2% | -5.4% | +78.6% | +76.1% |
| YTD | +217.4% | +7.8% | +209.6% | +232.4% |
| 1Y | +309.8% | +22.9% | +286.8% | +341.9% |
| 3Y | +1,726.2% | +110.7% | +1,615.4% | +2,015.2% |
| All | +1,264.4% | +345.1% | +919.3% | +1,504.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling