+496.3%
MCK vs OPEN
-74.0%
+570.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -1.3% |
| 7D | -4.4% | -10.5% | +6.1% | -4.5% |
| 30D | -2.2% | -21.8% | +19.6% | -2.4% |
| 3M | +11.6% | -37.5% | +49.1% | +11.3% |
| 6M | -4.9% | -44.1% | +39.2% | -5.2% |
| YTD | +7.7% | -52.0% | +59.7% | +7.4% |
| 1Y | +25.2% | -52.2% | +77.4% | +24.9% |
| 3Y | +112.1% | -25.9% | +138.1% | +113.5% |
| 5Y | +345.8% | -85.1% | +430.9% | +350.9% |
| All | +496.3% | -74.0% | +570.2% | +488.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling