+22.9%
MCK vs HDB
-33.5%
+56.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.9% | -6.8% | -0.7% |
| 7D | -2.9% | +0.7% | -3.6% | -3.0% |
| 30D | +0.4% | +1.0% | -0.6% | +0.3% |
| 3M | +12.1% | -2.0% | +14.1% | +11.8% |
| 6M | -5.4% | -18.1% | +12.7% | -2.7% |
| YTD | +7.8% | -36.1% | +43.9% | +14.9% |
| 1Y | +22.9% | -34.0% | +57.0% | +31.2% |
| All | +22.9% | -33.5% | +56.5% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling