+27.5%
MCK vs WU
-12.6%
+40.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.5% | -6.3% | -0.5% |
| 7D | +9.3% | +13.0% | -3.8% | +7.8% |
| 30D | +16.3% | +14.3% | +2.0% | +14.6% |
| 3M | +22.3% | +0.1% | +22.2% | +21.4% |
| 6M | +34.1% | -17.7% | +51.8% | +34.9% |
| YTD | +31.1% | -17.3% | +48.4% | +31.4% |
| 1Y | +27.5% | -11.1% | +38.5% | +26.0% |
| All | +27.5% | -12.6% | +40.1% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling