+467.5%
LITE vs MCK
+26.1%
+441.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -5.6% |
| 7D | +10.4% | -4.4% | +14.8% | +9.4% |
| 30D | +14.0% | -2.2% | +16.2% | +13.7% |
| 3M | +9.7% | +11.6% | -1.9% | +10.1% |
| 6M | +39.2% | -4.9% | +44.2% | +48.3% |
| YTD | +153.9% | +7.7% | +146.2% | +163.0% |
| 1Y | +467.5% | +25.2% | +442.3% | +536.5% |
| All | +467.5% | +26.1% | +441.4% | +536.5% |
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