+27.6%
MCK vs RMD
-1.9%
+29.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.9% | +1.1% | +5.5% |
| 7D | +11.3% | -3.9% | +15.2% | +11.9% |
| 30D | +16.8% | +7.9% | +8.9% | +14.0% |
| 3M | +28.9% | +8.1% | +20.8% | +25.5% |
| 6M | +32.7% | +15.5% | +17.2% | +25.9% |
| YTD | +30.8% | +0.7% | +30.1% | +32.0% |
| 1Y | +27.6% | -1.4% | +28.9% | +29.7% |
| All | +27.6% | -1.9% | +29.4% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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