+27.6%
MCK vs OPEN
-72.7%
+100.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +13.8% | -6.8% | +7.1% |
| 7D | +11.3% | +3.7% | +7.7% | +11.2% |
| 30D | +16.8% | -14.3% | +31.1% | +16.1% |
| 3M | +28.9% | -51.9% | +80.9% | +25.8% |
| 6M | +32.7% | -61.4% | +94.1% | +29.0% |
| YTD | +30.8% | -66.0% | +96.8% | +27.1% |
| 1Y | +27.6% | -71.4% | +98.9% | +24.1% |
| All | +27.6% | -72.7% | +100.2% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling