+31.8%
MCK vs GEN
+5.4%
+26.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.5% |
| 7D | +1.7% | -1.2% | +2.9% | +1.7% |
| 30D | +3.6% | +10.1% | -6.5% | +3.9% |
| 3M | +20.1% | +16.1% | +4.0% | +20.5% |
| 6M | -7.0% | +38.9% | -45.9% | -5.4% |
| YTD | +11.0% | +14.4% | -3.4% | +16.0% |
| 1Y | +31.8% | +5.9% | +26.0% | +53.9% |
| All | +31.8% | +5.4% | +26.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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