+655.1%
MPC vs MCK
+345.1%
+310.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.8% | -2.9% | +4.7% | +2.3% |
| 30D | +14.0% | +0.4% | +13.6% | +13.8% |
| 3M | +52.2% | +12.1% | +40.1% | +48.9% |
| 6M | +75.8% | -5.4% | +81.2% | +77.2% |
| YTD | +146.3% | +7.8% | +138.5% | +141.3% |
| 1Y | +120.8% | +22.9% | +97.9% | +109.8% |
| 3Y | +172.6% | +110.7% | +61.9% | +113.7% |
| All | +655.1% | +345.1% | +310.0% | +339.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 5y: compounded portfolio wealth divided by compounded MCK 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…
5y analysis · Full analysis span regression · 6 months rolling