+427.0%
MCK vs HDB
+42.1%
+385.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.9% | -6.8% | -1.2% |
| 7D | -2.9% | +0.7% | -3.6% | -3.1% |
| 30D | +0.4% | +1.0% | -0.6% | +0.2% |
| 3M | +12.1% | -2.0% | +14.1% | +12.1% |
| 6M | -5.4% | -18.1% | +12.7% | -2.3% |
| YTD | +7.8% | -36.1% | +43.9% | +16.8% |
| 1Y | +22.9% | -34.0% | +57.0% | +32.3% |
| 3Y | +110.7% | -26.7% | +137.4% | +119.1% |
| 5Y | +346.2% | -33.9% | +380.1% | +367.3% |
| All | +427.0% | +42.1% | +385.0% | +371.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling