+889.8%
NVDA vs MCK
+345.1%
+544.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -5.1% | -2.9% | -2.2% | -5.1% |
| 30D | -2.5% | +0.4% | -2.9% | -2.5% |
| 3M | +6.7% | +12.1% | -5.4% | +6.2% |
| 6M | +17.6% | -5.4% | +23.1% | +18.6% |
| YTD | +17.3% | +7.8% | +9.5% | +16.9% |
| 1Y | +23.5% | +22.9% | +0.6% | +21.2% |
| 3Y | +384.6% | +110.7% | +273.9% | +314.5% |
| All | +889.8% | +345.1% | +544.7% | +496.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling