+27.5%
MCK vs SHAK
-26.3%
+53.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.4% | +0.5% |
| 7D | +9.3% | -1.0% | +10.3% | +9.3% |
| 30D | +16.3% | +8.1% | +8.2% | +15.8% |
| 3M | +22.3% | -6.1% | +28.4% | +22.2% |
| 6M | +34.1% | -27.7% | +61.9% | +34.0% |
| YTD | +31.1% | -14.0% | +45.1% | +30.1% |
| 1Y | +27.5% | -27.1% | +54.5% | +27.7% |
| All | +27.5% | -26.3% | +53.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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