+4,875.7%
MCK vs RMD
+35,419.0%
-30,543.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -4.4% | -4.2% | -0.2% | -3.7% |
| 30D | -2.2% | -2.1% | -0.2% | -1.9% |
| 3M | +11.6% | +13.8% | -2.2% | +9.0% |
| 6M | -4.9% | -10.6% | +5.7% | -3.6% |
| YTD | +7.7% | -8.1% | +15.8% | +8.8% |
| 1Y | +25.2% | -18.0% | +43.2% | +28.7% |
| 3Y | +112.1% | +52.9% | +59.3% | +93.3% |
| 5Y | +345.8% | -22.3% | +368.1% | +348.4% |
| 10Y | +439.7% | +274.8% | +165.0% | +319.6% |
| All | +4,875.7% | +35,419.0% | -30,543.3% | +2,534.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling