+22.9%
MCK vs ZBRA
+14.4%
+8.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | +0.1% |
| 7D | -2.9% | -3.4% | +0.5% | -3.0% |
| 30D | +0.4% | -7.4% | +7.8% | +0.3% |
| 3M | +12.1% | +57.5% | -45.4% | +14.6% |
| 6M | -5.4% | +64.0% | -69.4% | -2.6% |
| YTD | +7.8% | +44.3% | -36.5% | +9.9% |
| 1Y | +22.9% | +10.9% | +12.1% | +22.9% |
| All | +22.9% | +14.4% | +8.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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