-38.7%
NOW vs MCK
+31.3%
-70.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.0% | -7.3% | +0.8% |
| 7D | -27.5% | +11.3% | -38.9% | -26.1% |
| 30D | -20.0% | +16.8% | -36.9% | -17.9% |
| 3M | -7.9% | +28.9% | -36.8% | -3.7% |
| 6M | +18.3% | +32.7% | -14.4% | +24.5% |
| YTD | -29.0% | +30.8% | -59.7% | -25.3% |
| 1Y | -38.7% | +27.6% | -66.3% | -35.7% |
| All | -38.7% | +31.3% | -70.0% | -35.7% |
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