+427.0%
MCK vs RGEN
+415.7%
+11.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -2.9% | -1.4% | -1.5% | -2.8% |
| 30D | +0.4% | -0.3% | +0.7% | +0.4% |
| 3M | +12.1% | +23.9% | -11.8% | +9.9% |
| 6M | -5.4% | +38.5% | -44.0% | -8.4% |
| YTD | +7.8% | +0.8% | +7.0% | +7.1% |
| 1Y | +22.9% | +38.2% | -15.3% | +18.5% |
| 3Y | +110.7% | +1.3% | +109.4% | +103.1% |
| 5Y | +346.2% | -44.0% | +390.2% | +354.5% |
| All | +427.0% | +415.7% | +11.3% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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