+5,074.9%
DELL vs MCK
+388.3%
+4,686.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +12.0% |
| 7D | +8.2% | -2.9% | +11.1% | +8.8% |
| 30D | +17.1% | +0.4% | +16.7% | +17.0% |
| 3M | +45.2% | +12.1% | +33.1% | +41.2% |
| 6M | +286.8% | -5.4% | +292.2% | +289.4% |
| YTD | +354.8% | +7.8% | +347.0% | +341.6% |
| 1Y | +358.3% | +22.9% | +335.3% | +328.9% |
| 3Y | +724.9% | +110.7% | +614.2% | +543.1% |
| 5Y | +1,193.7% | +346.2% | +847.5% | +697.4% |
| 10Y | +4,433.8% | +440.1% | +3,993.7% | +2,458.5% |
| All | +5,074.9% | +388.3% | +4,686.6% | +2,974.6% |
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