-87.1%
SNDQ vs MCK
+29.8%
-116.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | +0.2% | +44.1% | +43.6% |
| 7D | +116.9% | +9.3% | +107.6% | +62.4% |
| 30D | +205.2% | +16.3% | +188.9% | +85.7% |
| 3M | +45.4% | +22.3% | +23.1% | -28.7% |
| 6M | -66.2% | +34.1% | -100.3% | -86.7% |
| All | -87.1% | +29.8% | -116.9% | -94.4% |
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