+289.3%
INTC vs MCK
+32.0%
+257.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +3.7% |
| 7D | +7.1% | +1.7% | +5.3% | +8.1% |
| 30D | -5.2% | +3.6% | -8.8% | -3.0% |
| 3M | -14.3% | +20.1% | -34.4% | -4.6% |
| 6M | +110.2% | -7.0% | +117.2% | +127.0% |
| YTD | +159.6% | +11.0% | +148.6% | +193.8% |
| 1Y | +289.3% | +31.8% | +257.4% | +373.0% |
| All | +289.3% | +32.0% | +257.3% | +373.0% |
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