+339.0%
MCK vs SUI
-32.2%
+371.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -2.9% | -4.2% | +1.2% | -2.6% |
| 30D | +0.4% | -3.3% | +3.7% | +0.7% |
| 3M | +12.1% | -8.2% | +20.3% | +12.9% |
| 6M | -5.4% | -14.5% | +9.0% | -4.4% |
| YTD | +7.8% | -5.9% | +13.7% | +8.3% |
| 1Y | +22.9% | -9.7% | +32.7% | +23.9% |
| 3Y | +110.7% | +7.7% | +103.0% | +107.9% |
| All | +339.0% | -32.2% | +371.3% | +383.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling