+339.0%
MCK vs AZO
+85.8%
+253.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -2.9% | -3.6% | +0.7% | -2.0% |
| 30D | +0.4% | -5.6% | +6.0% | +1.8% |
| 3M | +12.1% | -6.6% | +18.7% | +13.8% |
| 6M | -5.4% | -22.5% | +17.1% | -0.1% |
| YTD | +7.8% | -15.2% | +23.0% | +10.6% |
| 1Y | +22.9% | -33.9% | +56.9% | +35.2% |
| 3Y | +110.7% | +11.8% | +98.9% | +98.5% |
| All | +339.0% | +85.8% | +253.2% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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