+6,923.6%
MCK vs TXT
+832.0%
+6,091.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.4% |
| 7D | -2.9% | +2.5% | -5.4% | -3.4% |
| 30D | +0.4% | -8.9% | +9.3% | +2.3% |
| 3M | +12.1% | -13.6% | +25.7% | +15.2% |
| 6M | -5.4% | -13.1% | +7.7% | -3.1% |
| YTD | +7.8% | -7.0% | +14.8% | +8.7% |
| 1Y | +22.9% | -1.4% | +24.3% | +22.3% |
| 3Y | +110.7% | +7.0% | +103.8% | +102.9% |
| 5Y | +346.2% | +15.4% | +330.8% | +316.4% |
| 10Y | +440.1% | +106.1% | +334.1% | +326.8% |
| All | +6,923.6% | +832.0% | +6,091.6% | +3,374.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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