+427.0%
MCK vs BIL
+25.3%
+401.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | +0.4% | +0.3% | +0.1% | 0.0% |
| 3M | +12.1% | +0.9% | +11.2% | +10.7% |
| 6M | -5.4% | +1.8% | -7.3% | -7.8% |
| YTD | +7.8% | +2.5% | +5.3% | +4.0% |
| 1Y | +22.9% | +3.7% | +19.2% | +16.1% |
| 3Y | +110.7% | +14.1% | +96.6% | +69.8% |
| 5Y | +346.2% | +19.5% | +326.7% | +240.8% |
| All | +427.0% | +25.3% | +401.8% | +298.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling