+10,621.6%
MU vs MCK
+6,898.6%
+3,723.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | +7.5% | -3.6% | +11.1% | +8.6% |
| 30D | +19.4% | +1.4% | +17.9% | +18.6% |
| 3M | +9.8% | +13.8% | -4.0% | +4.4% |
| 6M | +164.1% | -5.2% | +169.3% | +162.8% |
| YTD | +260.3% | +9.0% | +251.3% | +242.3% |
| 1Y | +661.2% | +26.9% | +634.3% | +588.5% |
| 3Y | +1,380.8% | +114.7% | +1,266.1% | +1,006.5% |
| 5Y | +1,346.4% | +347.1% | +999.3% | +741.8% |
| 10Y | +6,169.9% | +446.4% | +5,723.5% | +3,169.4% |
| All | +10,621.6% | +6,898.6% | +3,723.0% | +3,156.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling