+22.9%
MCK vs WY
-9.1%
+32.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -2.9% | -4.2% | +1.3% | -2.3% |
| 30D | +0.4% | -10.1% | +10.5% | +2.0% |
| 3M | +12.1% | -8.5% | +20.6% | +13.4% |
| 6M | -5.4% | -3.3% | -2.1% | -4.9% |
| YTD | +7.8% | -4.4% | +12.2% | +8.5% |
| 1Y | +22.9% | -11.5% | +34.4% | +28.2% |
| All | +22.9% | -9.1% | +32.0% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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