+6,923.6%
MCK vs BEN
+1,547.4%
+5,376.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -3.1% | +0.2% | -2.1% |
| 30D | +0.4% | +0.2% | +0.2% | +0.3% |
| 3M | +12.1% | +6.8% | +5.3% | +9.7% |
| 6M | -5.4% | +38.1% | -43.5% | -14.0% |
| YTD | +7.8% | +44.3% | -36.6% | -3.5% |
| 1Y | +22.9% | +42.6% | -19.6% | +10.1% |
| 3Y | +110.7% | +52.3% | +58.4% | +78.7% |
| 5Y | +346.2% | +37.6% | +308.5% | +276.7% |
| 10Y | +440.1% | +55.4% | +384.7% | +320.8% |
| All | +6,923.6% | +1,547.4% | +5,376.2% | +2,880.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling