+22.7%
NXPI vs MCK
+112.3%
-89.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +3.9% | -2.9% | +6.8% | +3.2% |
| 30D | +1.4% | +0.4% | +1.0% | +1.5% |
| 3M | -21.5% | +12.1% | -33.6% | -19.0% |
| 6M | +19.4% | -5.4% | +24.8% | +20.8% |
| YTD | +9.9% | +7.8% | +2.2% | +14.0% |
| 1Y | +7.9% | +22.9% | -15.1% | +14.2% |
| 3Y | +22.7% | +110.7% | -88.0% | +47.5% |
| All | +22.7% | +112.3% | -89.6% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling