+1,649.0%
MCK vs BND
+75.0%
+1,574.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -2.9% | -1.0% | -1.9% | -3.0% |
| 30D | +0.4% | -1.1% | +1.5% | +0.3% |
| 3M | +12.1% | -1.9% | +14.0% | +11.8% |
| 6M | -5.4% | -1.6% | -3.8% | -5.6% |
| YTD | +7.8% | -1.2% | +9.0% | +7.6% |
| 1Y | +22.9% | -0.7% | +23.7% | +22.8% |
| 3Y | +110.7% | +12.5% | +98.2% | +115.5% |
| 5Y | +346.2% | -2.5% | +348.7% | +340.0% |
| 10Y | +440.1% | +14.9% | +425.3% | +457.3% |
| All | +1,649.0% | +75.0% | +1,574.1% | +1,592.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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