+427.0%
MCK vs BRKR
+155.3%
+271.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -2.9% | -8.7% | +5.8% | -1.8% |
| 30D | +0.4% | -9.9% | +10.3% | +1.7% |
| 3M | +12.1% | -3.1% | +15.2% | +11.4% |
| 6M | -5.4% | +45.5% | -50.9% | -12.6% |
| YTD | +7.8% | +13.7% | -5.9% | +3.3% |
| 1Y | +22.9% | +67.4% | -44.5% | +9.5% |
| 3Y | +110.7% | -13.2% | +123.9% | +102.5% |
| 5Y | +346.2% | -39.5% | +385.7% | +363.5% |
| All | +427.0% | +155.3% | +271.7% | +243.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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