+2,845.0%
MCK vs WCC
+1,675.2%
+1,169.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.8% |
| 7D | -4.4% | +1.7% | -6.1% | -4.6% |
| 30D | -2.2% | -6.1% | +3.8% | -1.5% |
| 3M | +11.6% | +3.1% | +8.5% | +10.4% |
| 6M | -4.9% | +28.2% | -33.2% | -9.3% |
| YTD | +7.7% | +41.1% | -33.4% | +1.2% |
| 1Y | +25.2% | +61.3% | -36.1% | +15.1% |
| 3Y | +112.1% | +123.6% | -11.5% | +79.0% |
| 5Y | +345.8% | +214.8% | +131.1% | +244.6% |
| 10Y | +439.7% | +513.6% | -73.9% | +251.3% |
| All | +2,845.0% | +1,675.2% | +1,169.7% | +1,485.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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