+3,072.1%
MCK vs IBB
+540.8%
+2,531.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -3.6% | -3.9% | +0.3% | -1.9% |
| 30D | +1.4% | +2.7% | -1.3% | 0.0% |
| 3M | +13.8% | +21.4% | -7.5% | +4.0% |
| 6M | -5.2% | +20.1% | -25.2% | -13.4% |
| YTD | +9.0% | +21.9% | -12.8% | -1.4% |
| 1Y | +26.9% | +44.1% | -17.2% | +6.1% |
| 3Y | +114.7% | +63.4% | +51.4% | +65.1% |
| 5Y | +347.1% | +19.8% | +327.4% | +289.3% |
| 10Y | +446.4% | +127.0% | +319.4% | +242.1% |
| All | +3,072.1% | +540.8% | +2,531.4% | +847.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling