+137.4%
MCK vs SUI
+18.2%
+119.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +2.3% |
| 7D | +4.0% | -1.5% | +5.4% | +4.1% |
| 30D | +12.9% | +3.7% | +9.2% | +12.6% |
| 3M | +28.9% | -0.4% | +29.3% | +28.8% |
| 6M | +49.9% | -2.8% | +52.7% | +49.8% |
| YTD | +34.8% | -1.6% | +36.5% | +34.8% |
| 1Y | +30.8% | -2.1% | +32.9% | +30.8% |
| 3Y | +137.4% | +18.5% | +119.0% | +151.4% |
| All | +137.4% | +18.2% | +119.3% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling