+427.0%
MCK vs IBB
+125.5%
+301.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -2.9% | -4.2% | +1.3% | -1.2% |
| 30D | +0.4% | +1.1% | -0.7% | -0.2% |
| 3M | +12.1% | +19.0% | -6.9% | +4.0% |
| 6M | -5.4% | +18.9% | -24.3% | -12.6% |
| YTD | +7.8% | +20.3% | -12.6% | -1.3% |
| 1Y | +22.9% | +41.5% | -18.5% | +4.7% |
| 3Y | +110.7% | +60.3% | +50.5% | +64.9% |
| 5Y | +346.2% | +18.7% | +327.5% | +307.3% |
| All | +427.0% | +125.5% | +301.5% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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