+27.6%
MCK vs BEN
+56.2%
-28.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.7% | +2.3% | +7.4% |
| 7D | +11.3% | +6.7% | +4.6% | +12.0% |
| 30D | +16.8% | +3.0% | +13.8% | +17.0% |
| 3M | +28.9% | -4.3% | +33.3% | +27.7% |
| 6M | +32.7% | +16.4% | +16.3% | +34.4% |
| YTD | +30.8% | +46.8% | -16.0% | +30.1% |
| 1Y | +27.6% | +57.3% | -29.8% | +26.6% |
| All | +27.6% | +56.2% | -28.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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