+31.8%
MCK vs BUD
+36.8%
-5.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | +1.7% | +0.3% | +1.5% | +1.7% |
| 30D | +3.6% | -5.7% | +9.3% | +4.4% |
| 3M | +20.1% | +3.1% | +17.0% | +19.8% |
| 6M | -7.0% | +7.9% | -14.9% | -8.0% |
| YTD | +11.0% | +27.3% | -16.3% | +7.6% |
| 1Y | +31.8% | +37.8% | -6.0% | +26.5% |
| All | +31.8% | +36.8% | -5.0% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling