+418.8%
C vs MCK
+6,818.8%
-6,400.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +0.8% | -2.9% | +3.7% | +1.9% |
| 30D | +0.9% | +0.4% | +0.5% | +0.7% |
| 3M | +1.1% | +12.1% | -11.0% | -3.7% |
| 6M | +28.4% | -5.4% | +33.8% | +29.8% |
| YTD | +20.8% | +7.8% | +13.0% | +15.3% |
| 1Y | +43.4% | +22.9% | +20.5% | +29.8% |
| 3Y | +274.9% | +110.7% | +164.2% | +167.7% |
| 5Y | +136.7% | +346.2% | -209.5% | +24.1% |
| 10Y | +297.6% | +440.1% | -142.6% | +84.0% |
| All | +418.8% | +6,818.8% | -6,400.0% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling