+345.8%
MCK vs URI
+196.6%
+149.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.6% | -1.1% |
| 7D | -4.4% | -0.5% | -3.9% | -4.4% |
| 30D | -2.2% | -13.4% | +11.1% | -1.7% |
| 3M | +11.6% | -6.2% | +17.8% | +11.7% |
| 6M | -4.9% | +28.0% | -32.9% | -6.5% |
| YTD | +7.7% | +23.0% | -15.2% | +6.0% |
| 1Y | +25.2% | +5.5% | +19.7% | +24.2% |
| 3Y | +112.1% | +119.2% | -7.1% | +94.4% |
| 5Y | +345.8% | +201.0% | +144.8% | +276.9% |
| All | +345.8% | +196.6% | +149.2% | +276.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling