+12,570.9%
PCAR vs MCK
+6,898.6%
+5,672.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.2% | -3.6% | +3.4% | +0.8% |
| 30D | -6.9% | +1.4% | -8.3% | -7.4% |
| 3M | +2.1% | +13.8% | -11.7% | -1.9% |
| 6M | +1.6% | -5.2% | +6.7% | +2.4% |
| YTD | +12.2% | +9.0% | +3.2% | +8.2% |
| 1Y | +28.0% | +26.9% | +1.2% | +18.1% |
| 3Y | +61.0% | +114.7% | -53.8% | +25.2% |
| 5Y | +163.9% | +347.1% | -183.2% | +64.5% |
| 10Y | +367.9% | +446.4% | -78.5% | +161.2% |
| All | +12,570.9% | +6,898.6% | +5,672.3% | +3,337.2% |
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 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