+26.0%
C vs MCK
+31.3%
-5.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.0% | -5.3% | +1.6% |
| 7D | +1.1% | +11.3% | -10.3% | +1.1% |
| 30D | -2.4% | +16.8% | -19.3% | -2.4% |
| 3M | -8.4% | +28.9% | -37.3% | -8.2% |
| 6M | +0.3% | +32.7% | -32.3% | +0.5% |
| YTD | +9.1% | +30.8% | -21.7% | +11.1% |
| 1Y | +26.0% | +27.6% | -1.5% | +27.1% |
| All | +26.0% | +31.3% | -5.2% | +27.1% |
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