+98.6%
DAL vs MCK
+344.9%
-246.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | +0.8% | -3.6% | +4.4% | +1.0% |
| 30D | -11.7% | +1.4% | -13.2% | -11.8% |
| 3M | -2.7% | +13.8% | -16.6% | -3.5% |
| 6M | +30.7% | -5.2% | +35.8% | +31.3% |
| YTD | +14.4% | +9.0% | +5.3% | +13.8% |
| 1Y | +31.2% | +26.9% | +4.3% | +28.8% |
| 3Y | +99.4% | +114.7% | -15.3% | +70.3% |
| 5Y | +98.6% | +347.1% | -248.6% | +13.8% |
| All | +98.6% | +344.9% | -246.4% | +13.8% |
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