+638.6%
HAL vs MCK
+6,898.6%
-6,260.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.3% | -3.6% | +2.3% | -0.2% |
| 30D | +10.9% | +1.4% | +9.4% | +10.2% |
| 3M | -5.8% | +13.8% | -19.7% | -10.0% |
| 6M | +8.1% | -5.2% | +13.3% | +9.0% |
| YTD | +33.2% | +9.0% | +24.2% | +27.5% |
| 1Y | +74.2% | +26.9% | +47.3% | +58.5% |
| 3Y | -3.7% | +114.7% | -118.4% | -28.1% |
| 5Y | +111.9% | +347.1% | -235.2% | +23.6% |
| 10Y | +7.4% | +446.4% | -439.0% | -42.4% |
| All | +638.6% | +6,898.6% | -6,260.0% | +106.8% |
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 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