+427.0%
MCK vs URI
+1,233.9%
-806.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -2.1% | -0.9% | -2.6% |
| 30D | +0.4% | -12.4% | +12.8% | +2.5% |
| 3M | +12.1% | -7.3% | +19.4% | +13.0% |
| 6M | -5.4% | +27.2% | -32.6% | -10.4% |
| YTD | +7.8% | +23.0% | -15.2% | +2.1% |
| 1Y | +22.9% | +3.9% | +19.0% | +19.9% |
| 3Y | +110.7% | +121.6% | -10.9% | +69.3% |
| 5Y | +346.2% | +201.1% | +145.1% | +220.9% |
| All | +427.0% | +1,233.9% | -806.8% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling