+339.0%
MCK vs PAAS
+119.9%
+219.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | -2.9% | -1.9% | -1.0% | -2.9% |
| 30D | +0.4% | -3.6% | +4.0% | +0.4% |
| 3M | +12.1% | +8.6% | +3.5% | +12.2% |
| 6M | -5.4% | -16.7% | +11.2% | -5.2% |
| YTD | +7.8% | -1.9% | +9.7% | +7.6% |
| 1Y | +22.9% | +38.0% | -15.1% | +21.4% |
| 3Y | +110.7% | +234.9% | -124.2% | +99.6% |
| All | +339.0% | +119.9% | +219.1% | +332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling