+110.7%
MCK vs WWD
+167.6%
-56.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | 0.0% |
| 7D | -2.9% | -2.6% | -0.3% | -2.8% |
| 30D | +0.4% | -6.9% | +7.4% | +0.9% |
| 3M | +12.1% | -13.0% | +25.1% | +12.9% |
| 6M | -5.4% | -12.5% | +7.0% | -4.9% |
| YTD | +7.8% | +11.8% | -4.1% | +6.2% |
| 1Y | +22.9% | +41.1% | -18.1% | +19.2% |
| 3Y | +110.7% | +163.1% | -52.3% | +94.1% |
| All | +110.7% | +167.6% | -56.9% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling