+6,923.6%
MCK vs WEC
+2,512.1%
+4,411.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -0.6% | -2.3% | -2.7% |
| 30D | +0.4% | -2.6% | +3.0% | +1.3% |
| 3M | +12.1% | -6.0% | +18.1% | +14.4% |
| 6M | -5.4% | -5.4% | 0.0% | -3.8% |
| YTD | +7.8% | +2.5% | +5.3% | +6.5% |
| 1Y | +22.9% | -0.7% | +23.7% | +22.9% |
| 3Y | +110.7% | +38.7% | +72.0% | +86.0% |
| 5Y | +346.2% | +31.7% | +314.5% | +296.4% |
| 10Y | +440.1% | +146.5% | +293.6% | +279.7% |
| All | +6,923.6% | +2,512.1% | +4,411.5% | +2,421.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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