+1,889.3%
MCK vs ACWI
+354.7%
+1,534.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -1.9% | +1.1% | -3.0% | -2.6% |
| 30D | +2.4% | -0.2% | +2.5% | +2.4% |
| 3M | +16.1% | +4.7% | +11.4% | +12.1% |
| 6M | -3.1% | +14.5% | -17.5% | -12.3% |
| YTD | +8.7% | +14.6% | -5.9% | -1.9% |
| 1Y | +28.1% | +21.4% | +6.6% | +11.0% |
| 3Y | +114.1% | +77.6% | +36.5% | +39.3% |
| 5Y | +342.5% | +68.1% | +274.4% | +193.7% |
| 10Y | +424.1% | +226.1% | +198.0% | +116.0% |
| All | +1,889.3% | +354.7% | +1,534.6% | +535.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling