+496.7%
MCK vs OPEN
-74.0%
+570.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -2.9% | -11.4% | +8.5% | -3.0% |
| 30D | +0.4% | -20.1% | +20.5% | +0.3% |
| 3M | +12.1% | -37.6% | +49.7% | +11.8% |
| 6M | -5.4% | -47.1% | +41.6% | -5.7% |
| YTD | +7.8% | -52.1% | +59.9% | +7.4% |
| 1Y | +22.9% | -73.5% | +96.4% | +22.4% |
| 3Y | +110.7% | -24.4% | +135.1% | +112.1% |
| 5Y | +346.2% | -85.1% | +431.3% | +351.2% |
| All | +496.7% | -74.0% | +570.8% | +488.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling