+110.7%
MCK vs INDA
+7.9%
+102.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | -2.9% | -2.7% | -0.2% | -2.7% |
| 30D | +0.4% | -2.8% | +3.2% | +0.7% |
| 3M | +12.1% | +1.6% | +10.5% | +11.9% |
| 6M | -5.4% | -1.4% | -4.0% | -5.4% |
| YTD | +7.8% | -10.1% | +17.9% | +8.9% |
| 1Y | +22.9% | -8.8% | +31.7% | +24.0% |
| 3Y | +110.7% | +7.6% | +103.1% | +119.5% |
| All | +110.7% | +7.9% | +102.9% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling