+22.9%
MCK vs OPEN
-63.3%
+86.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -2.9% | -11.4% | +8.5% | -3.4% |
| 30D | +0.4% | -20.1% | +20.5% | -0.4% |
| 3M | +12.1% | -37.6% | +49.7% | +10.2% |
| 6M | -5.4% | -47.1% | +41.6% | -7.4% |
| YTD | +7.8% | -52.1% | +59.9% | +5.6% |
| 1Y | +22.9% | -73.5% | +96.4% | +18.1% |
| All | +22.9% | -63.3% | +86.3% | +18.1% |
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