+339.0%
MCK vs BUD
+44.8%
+294.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | -2.9% | -2.6% | -0.3% | -2.6% |
| 30D | +0.4% | -1.2% | +1.6% | +0.6% |
| 3M | +12.1% | -4.9% | +17.0% | +12.8% |
| 6M | -5.4% | +9.3% | -14.7% | -6.6% |
| YTD | +7.8% | +24.0% | -16.2% | +4.7% |
| 1Y | +22.9% | +34.5% | -11.6% | +18.1% |
| 3Y | +110.7% | +43.7% | +67.1% | +99.4% |
| All | +339.0% | +44.8% | +294.2% | +308.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling