+3.4%
NU vs MCK
+32.0%
-28.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.9% |
| 7D | +7.5% | +1.7% | +5.7% | +7.5% |
| 30D | +6.1% | +3.6% | +2.5% | +6.0% |
| 3M | +26.8% | +20.1% | +6.7% | +26.7% |
| 6M | +2.5% | -7.0% | +9.5% | +2.8% |
| YTD | -8.2% | +11.0% | -19.2% | -8.1% |
| 1Y | +3.4% | +31.8% | -28.5% | +1.7% |
| All | +3.4% | +32.0% | -28.6% | +1.7% |
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