+358.3%
DELL vs MCK
+25.1%
+333.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +12.0% |
| 7D | +8.2% | -2.9% | +11.1% | +6.8% |
| 30D | +17.1% | +0.4% | +16.7% | +17.3% |
| 3M | +45.2% | +12.1% | +33.1% | +53.7% |
| 6M | +286.8% | -5.4% | +292.2% | +310.1% |
| YTD | +354.8% | +7.8% | +347.0% | +396.9% |
| 1Y | +358.3% | +22.9% | +335.3% | +393.9% |
| All | +358.3% | +25.1% | +333.1% | +393.9% |
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