+2,627.8%
NOW vs MCK
+942.7%
+1,685.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.1% | -2.9% | -4.5% |
| 7D | -6.1% | -1.9% | -4.1% | -5.6% |
| 30D | +7.5% | +2.4% | +5.1% | +6.6% |
| 3M | +17.5% | +16.1% | +1.4% | +12.6% |
| 6M | +7.9% | -3.1% | +11.0% | +8.2% |
| YTD | -12.4% | +8.7% | -21.1% | -15.9% |
| 1Y | -28.6% | +28.1% | -56.6% | -35.0% |
| 3Y | +11.8% | +114.1% | -102.3% | -15.4% |
| 5Y | +2.6% | +342.5% | -339.9% | -40.4% |
| 10Y | +790.0% | +424.1% | +365.9% | +357.4% |
| All | +2,627.8% | +942.7% | +1,685.2% | +1,319.4% |
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 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