+339.0%
MCK vs SPXU
-86.1%
+425.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.1% |
| 7D | -2.9% | +2.5% | -5.4% | -2.7% |
| 30D | +0.4% | +4.2% | -3.8% | +0.7% |
| 3M | +12.1% | -9.3% | +21.4% | +11.3% |
| 6M | -5.4% | -30.7% | +25.3% | -8.2% |
| YTD | +7.8% | -28.1% | +35.9% | +5.1% |
| 1Y | +22.9% | -35.2% | +58.2% | +18.9% |
| 3Y | +110.7% | -79.9% | +190.7% | +83.9% |
| All | +339.0% | -86.1% | +425.1% | +285.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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