+110.7%
MCK vs NDAQ
+84.5%
+26.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -2.9% | -5.6% | +2.6% | -2.3% |
| 30D | +0.4% | -4.4% | +4.8% | +0.9% |
| 3M | +12.1% | +5.9% | +6.2% | +11.3% |
| 6M | -5.4% | +7.7% | -13.2% | -6.3% |
| YTD | +7.8% | -5.2% | +12.9% | +8.2% |
| 1Y | +22.9% | -3.4% | +26.3% | +23.1% |
| 3Y | +110.7% | +85.6% | +25.1% | +103.6% |
| All | +110.7% | +84.5% | +26.3% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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