+110.7%
MCK vs BTG
+94.8%
+15.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -2.9% | -3.8% | +0.8% | -3.0% |
| 30D | +0.4% | +3.6% | -3.2% | +0.5% |
| 3M | +12.1% | +32.0% | -19.9% | +12.9% |
| 6M | -5.4% | +3.4% | -8.8% | -5.1% |
| YTD | +7.8% | +20.8% | -13.0% | +8.6% |
| 1Y | +22.9% | +22.4% | +0.5% | +24.0% |
| 3Y | +110.7% | +91.7% | +19.0% | +114.9% |
| All | +110.7% | +94.8% | +15.9% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling