+6,923.6%
MCK vs GEN
+3,808.3%
+3,115.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | -2.9% | -1.3% | -1.6% | -2.8% |
| 30D | +0.4% | +6.1% | -5.7% | -0.2% |
| 3M | +12.1% | +27.0% | -14.9% | +9.2% |
| 6M | -5.4% | +43.9% | -49.3% | -9.4% |
| YTD | +7.8% | +13.0% | -5.2% | +5.8% |
| 1Y | +22.9% | +4.0% | +18.9% | +21.6% |
| 3Y | +110.7% | +66.2% | +44.5% | +96.7% |
| 5Y | +346.2% | +23.2% | +323.0% | +325.8% |
| 10Y | +440.1% | +157.5% | +282.6% | +366.3% |
| All | +6,923.6% | +3,808.3% | +3,115.3% | +4,717.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling