+27.5%
MCK vs OSCR
+93.2%
-65.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.7% | +6.0% | +0.3% |
| 7D | +9.3% | +7.8% | +1.5% | +9.3% |
| 30D | +16.3% | +2.6% | +13.7% | +16.3% |
| 3M | +22.3% | +10.2% | +12.1% | +22.5% |
| 6M | +34.1% | +84.9% | -50.8% | +36.1% |
| YTD | +31.1% | +130.9% | -99.8% | +34.0% |
| 1Y | +27.5% | +94.8% | -67.4% | +30.0% |
| All | +27.5% | +93.2% | -65.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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