+427.0%
MCK vs NI
+143.3%
+283.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | 0.0% | -3.0% | -2.9% |
| 30D | +0.4% | -1.4% | +1.8% | +0.9% |
| 3M | +12.1% | -10.6% | +22.7% | +16.4% |
| 6M | -5.4% | -9.3% | +3.9% | -2.3% |
| YTD | +7.8% | +1.1% | +6.6% | +6.8% |
| 1Y | +22.9% | +3.4% | +19.6% | +20.8% |
| 3Y | +110.7% | +67.9% | +42.9% | +70.0% |
| 5Y | +346.2% | +98.0% | +248.2% | +231.0% |
| All | +427.0% | +143.3% | +283.8% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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