+719.8%
MU vs MCK
+32.0%
+687.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +5.3% |
| 7D | +9.0% | +1.7% | +7.2% | +10.1% |
| 30D | +13.8% | +3.6% | +10.2% | +16.4% |
| 3M | +2.1% | +20.1% | -18.0% | +12.4% |
| 6M | +153.8% | -7.0% | +160.8% | +187.3% |
| YTD | +256.4% | +11.0% | +245.4% | +302.1% |
| 1Y | +719.8% | +31.8% | +687.9% | +871.0% |
| All | +719.8% | +32.0% | +687.8% | +871.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling