+345.8%
MCK vs LII
+21.0%
+324.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -4.4% | -3.5% | -0.9% | -4.3% |
| 30D | -2.2% | -13.5% | +11.3% | -1.7% |
| 3M | +11.6% | -26.0% | +37.6% | +12.6% |
| 6M | -4.9% | -26.8% | +21.9% | -4.2% |
| YTD | +7.7% | -22.9% | +30.6% | +8.1% |
| 1Y | +25.2% | -32.6% | +57.8% | +26.6% |
| 3Y | +112.1% | -1.3% | +113.4% | +104.2% |
| 5Y | +345.8% | +23.1% | +322.8% | +322.5% |
| All | +345.8% | +21.0% | +324.9% | +322.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling