+345.8%
MCK vs ACWI
+65.2%
+280.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -4.4% | -1.9% | -2.5% | -4.1% |
| 30D | -2.2% | -1.3% | -0.9% | -2.0% |
| 3M | +11.6% | +5.0% | +6.6% | +10.3% |
| 6M | -4.9% | +11.7% | -16.7% | -7.6% |
| YTD | +7.7% | +13.0% | -5.2% | +4.3% |
| 1Y | +25.2% | +19.2% | +6.0% | +19.5% |
| 3Y | +112.1% | +75.0% | +37.1% | +79.2% |
| 5Y | +345.8% | +67.1% | +278.8% | +290.2% |
| All | +345.8% | +65.2% | +280.7% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling