+18.8%
NVDL vs MCK
+25.1%
-6.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -10.3% | -2.9% | -7.4% | -11.3% |
| 30D | -7.1% | +0.4% | -7.5% | -6.8% |
| 3M | +6.6% | +12.1% | -5.5% | +11.7% |
| 6M | +21.1% | -5.4% | +26.5% | +24.6% |
| YTD | +15.2% | +7.8% | +7.4% | +23.2% |
| 1Y | +18.8% | +22.9% | -4.2% | +35.5% |
| All | +18.8% | +25.1% | -6.4% | +35.5% |
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